Governance Structures

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Wednesday, August 20, 2014
One of the benefits of forming a regulated Private Family Trust Company is that it formalizes family governance.
Wednesday, May 7, 2014
Join us for a look at the keys to successfully administering a private trust company (PTC).
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

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

Wednesday, November 30, 2011

Enterprising families have obviously been successful at building wealth, but they often falter when it comes to building human, social and intellectual capital.

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