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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

“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.

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.

Seven Succession Planning Questions Families Are Avoiding Like the Plague
Brad Simmons

Avoiding the issue of succession planning is much easier to do than starting a conversation about handing over the reins to other family members.

An Open Letter to the Family Patriarch
Brad Simmons

As an entrepreneur and a leader, you have had to back yourself over and over again, often in the face of uncertainty or adversity. You have learned to trust your instinct.

Five Tips for Holding a Successful Family Meeting
Jeff Steiner and Sarah Nader

Poorly structured family meetings that lack a clear purpose and agenda can do more harm than good.

How to Discuss Wealth With Your Family
Northern Trust

Talking about wealth is every bit as important as creating a technical wealth plan—if not more so.

Should We Have a Family Meeting?
Abbot Downing

At some point, most families ask if they should have a family meeting, recognizing the importance of providing a forum for sharing news, concerns, opportunities, and challenges in an open and direc

Managing the Impact of Wealth
Arne Boudewyn, Pat Armstrong, and Jill Shipley

It can be surprising to hear that just 30 percent of families successfully sustain their wealth beyond three generations.