Family Engagement


Changing Stories, Resolving Conflicts: Building Resilient Family Offices
Family businesses thrive when collaborative learning and stakeholder engagement remain high.
Strengthening the Partnership Between Families and Advisors

The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustaina

Family Communications & Interactions - How Can Technology Help the Modern Family Office?
A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world?
Private Caucusing vs. Joint Sessions in Family and Commercial Disputes: Should We Try a Little More Togetherness?
Jeffrey Makoff, Esq. and Jessica Grynberg, Esq.

In both complex commercial and family disputes, the caucus-style mediation has been the predominantly employed method over the joint mediation session.

The Advisor Insights 2016 Q4
Atlantic Trust Private Wealth Management

For insights on integrated wealth planning, this issue of The Advisor presents a view from the top with Joe Kahn, The New York Times Managing Editor, the impact of globalization 2.0, and the U.S.

Three Keys to Sustaining Family Wealth
Joan K. Crain

Parents often find it difficult to discuss their wealth—and what will happen to it when they die—with their children. For many families, discussing death is considered to be a bad omen.

“You Meant What?” Making Family Communication More Effective
Chuck Carroll & Kim Llumiquinga

While many families are expending effort on important concepts such as improving financial literacy, defining family shared values, and creating family mission statements, such efforts are likely t

The Home Team Advantage: Successfully Preparing Your Family for the Future
Thomas C. Rogerson

When you think about family dynamics, very often there’s a lack of that home team concept and feeling of unity.

Communicating Across Generations in the Workplace

For the first time in modern history, four generations are represented in the workforce. Each group has its own distinct characteristics, values and attitudes toward work.

The Six Most Contentious Parts of a Family Constitution
Brad Simmons

A family constitution—the rule book that defines the vision and principles of a family’s wealth strategy and acts as an operating model—should be as unique as the family itself.