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
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
Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science.
Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs.
Have you ever wondered whether an Advisory Board is right for your family owned company?
To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each.
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
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
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