Governance Structures

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Family Office Exchange
Tuesday, January 21, 2014

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 ente

Family Office Exchange
Monday, September 1, 2008

The 50 Best Practices for an Enduring Family Enterprise are the practices that we believe have contributed to the multi-generational success of the highest achieving and most forward thinking fami

Wednesday, October 2, 2013

Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science.

Wednesday, September 11, 2013

Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs.

Wednesday, July 10, 2013

Have you ever wondered whether an Advisory Board is right for your family owned company?

Wednesday, March 6, 2013

To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each.

Wednesday, April 4, 2012

A strong governing board is part of the “glue” that helps marry and implement the family vision and legacy with strategic plans and results.  One of the most effective programs that can

Wednesday, January 25, 2012

The key to effective continuity planning is, first and foremost, the family's understanding and commitment to the process and secondly, the integrity and design of family governance structures whi

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