Family Governance and Leadership Succession

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Supporting Family Business Leaders Through Unprecedented Change
Abbot Downing
Family business leaders face unique challenges during this global pandemic. In addition to the health and economic factors facing all businesses today, many family business leaders have close
Panel: Capital Allocation in Complex Family Enterprises During a Crisis
Parametric
One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the
Voices in Leadership with Amy Hart Clyne & Guest Peter Begalla
Pitcairn
In this conversation, Peter Begalla—a well-known family enterprise consultant and a trained family therapist—talks with Amy Hart Clyne about the pressures that families are experiencing
Voices in Leadership with Amy Hart Clyne & Guest Dennis Jaffe
Pitcairn
In this episode, Amy speaks with Dr. Dennis Jaffe, an organizational consultant, clinical psychologist, and one of the leading thinkers on how multi-generational families can enhance governance and
The COVID-19 Family Office Survival Guide
Pitcairn
The unprecedented speed, intensity, and uncertainty of COVID-19 has created a host of new and complex challenges for wealthy families that are playing out across both financial and family dynamics.
Unprecedented Challenges
LHT Consulting Group
The COVID-19 pandemic has presented the entire world with unprecedented challenges. An immediate and particular area of concern for family offices is having to prepare for the unfortunate reality of
Breaking the Silence on Planning for the Future
Boston Private
Families often find it challenging to talk about long-term plans and wishes of their aging parents. But it’s never a good idea to wait until there’s a crisis to rally family members
Effective Governance Strengthens Family Unity and Builds a Lasting Legacy
BDO
Unfortunately, the data supports there is truth behind the “shirtsleeves to shirtsleeves in three generations” proverb. By increasing family member engagement and aligning priorities, a
Are You Prepared? Children and Grandchildren Should Be Ready for Their Roles as Inheritors
BMO Family Office
For many wealth creators, amassing wealth took a lot of work, but passing down the knowledge and tools to the next generation for successful wealth transition can be an even bigger challenge. Wealth
Children and Grandchildren Should Be Ready for Their Roles as Inheritors
BMO Family Office
Wealth creators can be busy with their businesses and community obligations and neglect the important step of passing down the knowledge and tools necessary for a successful wealth transition. As an