Family Governance and Leadership Succession


The Courage to Choose Wisely: Why the Succession Decision May Be a Defining Moment in Your Family
There is an evolution taking place in the world of succession that is aligning the overall purpose of the family business with the motivation and beliefs of NextGen leaders. This report—the
The Key to Generational Sustainability: Family Learning
FOX’s Chief Learning Officer, Mindy Kalinowski Earley, explains how and why family education is an essential component that supports family cohesion and the transfer of wealth and legacy
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
BKD Podcast: The Family Office—Why Have One?
BKD CPAs & Advisors
Join host Damien Martin in his ongoing quest for insights and best practices for affluent families and their advisors as he sits down with guest Jeff Davidson to unpack the often mystifying and
Your 7-Step Plan for Creating Chaos in Your Family Business
Warner Norcross + Judd
Most business owners know that proper succession planning can help keep their business running strong into the next generation. They understand the importance of creating a plan to prepare heirs and
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