Family Governance and Leadership Succession


Private Wealth vs. Family Wealth: A Holistic Approach to Sustaining Generational Wealth
While it is essential to employ the best investment managers, accountants, attorneys, and experts to guard the private wealth, from a multi-generational perspective, it is crucial to think beyond the
Your 7 Step Plan for Creating Chaos in Your Family Business
Warner Norcross + Judd
Failing to plan for the future of your business can cause chaos for your family following your death or incapacity. Rather than offering the typical list of best practices for succession planning,
Should You Have a Family Constitution?
Warner Norcross + Judd
Many successful families have put their shared values and goals in writing, often called a family constitution. A constitution can help build family unity and harmony, and the creation process itself
Considerations for Rising Generation Education
Willow Street Group
As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on
Preparing the Rising Generation for Leadership and Succession
Succession and Generational Transition is a key concern for over half of FOX’s family member leaders. Similarly, our rising gen research shows that 53% of the rising gen view leadership and
Five Steps to Consider When Creating a Prenup
Ascent Private Capital Management
Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and
How to Plan for Succession: Paving the Way for Continued Prosperity
Succession will happen—it’s a matter of when, not if—so families should approach it with strategic forethought, flexibility, and responsiveness to ensure a smooth, successful
Meaningful Moments in Financial Parenting
Hawthorn, PNC Family Wealth
Building children’s resilience requires lifelong learning. In this webcast, Alexandre Monnier and Joline Godfrey discuss the opportunities—and challenges—of financial parenting in
How to Elevate Female Role Models in Your Family Story
Ascent Private Capital Management of U.S. Bank
Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in
What Is a Family Vision and Why Do You Need One?
Hawthorn, PNC Family Wealth
Learn why most successful families develop a shared vision for their future together, how they go about it, and what impact it has on their well-being.