Family Governance and Leadership Succession

Filters

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
Lessons Learned Navigating the Pandemic
Tolleson Wealth Management
Although the events of 2020 were unexpected and hard to prepare for, having conversations about processes and learning to practice decision-making with your family can help when crisis strikes. On
Family Directors: An Insider's Perspective From a Seven-Generation Family
Pitcairn
No matter if a family enterprise is establishing an Advisory Board, Fiduciary Board, or Owners Board, considerations must include the roles that family members might play and how best to prepare them
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
BDO
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.
Shirtsleeves to Shirtsleeves: Beating the Odds of Sustaining Family Wealth
GenSpring | SunTrust Private Wealth
Many families of wealth struggle with a fundamental question: Can our wealth be sustained across generations and have a positive impact on those who use it? Through experience and research, a series