Family Governance

Resource Search

The Benefits of Coaching for Leadership
Publish Date

Engaging a coach can be an effective way to develop your leadership, engage your teams, and accelerate your career development. In this interactive session we will explore your understanding of coaching as a mindset, a skill set, and a resource for Rising Generation family members. Coaching can help you unlock your leadership potential, whether it is through peer coaching or working with a professional coach.Austin McDonald, President and COO, McDonald Development CompanyGreg McCann, Founder and Principal, McCann & Associates

Leadership Storytelling: Bringing It All Together
Publish Date

During our time together, we will discover how to bring meaning to our work, identify our own purpose priorities, and understand how to use our voice for change. This session provides an opportunity to bring together these essential building blocks to tell a powerful story about the impact we want to have on our families and the world. Being able to clearly articulate what you care about will set you apart as a creative and authentic leader who can leverage stories that engage and persuade.Talli Sperry, Head of Family Office Segment, The Vanguard Group

Seminar 1 - The Culture Journey Learning Experience
Publish Date

“Culture eats strategy for lunch” is a well-known adage that describes how vital an effective culture is to any organization’s success. A family’s culture, not unlike an organization’s, is fluid and everchanging, shaped by shared values, beliefs, assumptions, and behaviors. This interactive learning experience will help family leaders and change agents understand the complexities of culture, and the connection to performance improvement in a rapidly changing environment.

Leading with Purpose: Bringing Meaning to Your Work
Publish Date

Purpose-driven leaders tap into what really motivates both themselves and others, and as a result they inspire their teams to achieve extraordinary results. Leading with purpose is particularly important to millennials and rising generation leaders. We’ll talk about the purpose economy, and participants will have an opportunity to discover their own Purpose ProfileTM using an online assessment.

The Generation of Impact: Using Your Voice for Change
Publish Date

The Rising Generation has been called “The Generation of Impact,” as we operate not only with a value-centric mindset but are insistent upon contributing to and seeing change. But how do we influence family leadership to think differently, and give us a seat at the table? In this interactive discussion, we will hear stories from peers who have been successful and explore how we can influence to make an impact.

The 25 Best Practices of Multi-Generational Families
Publish Date

Sustaining wealth across multiple generations require more than financial planning. Interrelated and building off one another, 25 non-financial best governance practices have been identified as having a positive impact on the ultimate success of sustaining wealth for enterprise families.

Wealth: Burden or Opportunity?
Publish Date

While it is true that having money can create great opportunities, it can make some people feel awkward and harbor deep feelings of regret and shame. Those feelings can dramatically influence wealth management decisions, affecting both the inheritors and wealth creators. When issues surrounding wealth as a burden go unrecognized, they can be magnified over several generations and result in dysfunction and conflict. To resolve these feelings, it is helpful to become explicitly aware that they exist and then to look more deeply at their source.

You Cannot Not Communicate: The Importance of Family Communication
Publish Date

Communication is found to be the most important factor for cohesion in families and sustainability of family wealth. As one of the key tenets to happy, healthy, and thriving families, it is essential for family members to dedicate the effort necessary to become better communicators. Practicing effective communications—including being open and listening empathetically—will go a long way in building strong relationships, especially for families who work together around shared ownership of family assets.

Family Culture: Creating a Resilient Family Tree
Publish Date

Family connectedness, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth. Money, though, masks what people are really interested in passing to future generations of their family.

Longevity, Aging & Incapacity: Cutting-Edge Approaches to Managing Modern Risks
Publish Date

Be careful what you wish for—increasing longevity is bringing a host of unanticipated risks. Affluent families may now have active members spanning seventy years (ages 20 to 90), upending traditional succession and spending plans. Of greater concern is the risk of senior clients developing dementia, imperiling the wealth management relationship. Dr. James Grubman, a family wealth consultant with neuropsychological and estate planning expertise, will lead an in-depth interactive session on identifying longevity risks, symptoms, and solutions for wealth advisory practices.