As the scope of a business-owning family’s activities expand and the family grows across generations, the organic shift from a business-centric family to a family-centric enterprise or “family enterprise” begins. The family is faced with the issue of how to preserve the family wealth and well-being beyond the first generation.
Recommended for: Family leaders, family office executives, business owning families
Amy Hart Clyne identified five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the fa
Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities to their relationships with their most tr
One of the most frequent “keep you awake at night” questions for wealth owners is how to raise responsible, motivated and independent next generation children?
Given the statistical likelihood that many FOX participants are related to or work with someone with a behavioral health issue, this webinar broaches a difficult but real topic that is encountered
Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task.
The vast majority of the wealthy actually come from middle-class or working-class backgrounds.
Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs.
Families with inherited wealth soon recognize that sharing ownership and control of family assets is far more complicated than any family might expect. Sharing ownership and decision-making with o