Family Governance and Leadership Succession

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The Cost of Complexity: Understanding Family Office Costs
The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members. This webinar makes a compelling case for
Innovating to Survive and Thrive: Meeting the Challenge of Small Family Office Sustainability
Family Office Exchange
Amid rumors of the demise of the small family office, FOX examined the primary challenges these offices face. These challenges include the sustainability of the small family office and alternative
Are You Prepared for Another Decade of Zero Growth? It's Not Just About Investing
In the minds of many, multigenerational wealth the last 30 years has been associated with abundance, privilege, social status and philanthropy over. But we've now experienced a decade of weak
"Not My Parents Advisor": Creating Successful Successions Using a Multigenerational Approach
92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an
"Know Thyself": Personal and Career Assessments for Family Members
Self-assessment is a process by which individuals can learn more about themselves - what they like, what they don't like, and how they tend to react to certain situations. This self-knowledge can
Succession for the Senior Generation: Letting Go Without Pain and Suffering
92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an
Liquid States: The Dynamics of Family Wealth Events
Over the past decades, family specialists have developed a deeper understanding of the host of emotional responses that accompany wealth events – whether the event in question is a business sale,
50 Best Practices for an Enduring Family Enterprise
Family Office Exchange
The 50 Best Practices for an Enduring Family Enterprise are the practices that we believe have contributed to the multi-generational success of the highest achieving and most forward thinking
The Family System: New Approaches to Leadership in the Family Business
Collaboration is necessary to both business and family success in the 21st century. Yet many families find it difficult to develop a collaborative culture - and collaborative leadership - when their
Families Without Borders: Cross-Cultural Communications in the Multinational Family
Multinational families are not a new phenomenon; history is full of noteworthy family trees whose branches have spanned the globe for generations. Increasingly, though, even younger families find