Preparing the Next Generation for the Responsibilities of Ownership

October 2007

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The result of one year of research and study with ultra-wealthy families, this landmark report by FOX not only examines the need for thoughtful, intentional preparation for ownership but also provides proven strategies for sustaining family wealth for multiple generations. This report includes:

  • Member-generated lists of desirable attitudes and behaviors
  • A road map of responsible behaviors that family members can emulate
  • The challenges to responsible ownership and how they can be overcome
  • Education strategies recommended by members

Special features of this report include an age-based learning curriculum that families can adapt to their specific needs as well as a worksheet that family members can use to pool individual views of responsible ownership and to develop a common view of what is important to the family.

This item is only available to members.

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This document is available to FOX Members only.