Search Results

Stories that are passed down from generation to generation are a way to create a family legacy that will be remembered long after we are gone. These stories are precious in understanding who we are and where we came from. Too often, the people who hold the keys to family stories lose details to memory loss or pass away before their histories can be...

More than $80 trillion of wealth is expected to be transferred within families over the next two decades. Given the rise in wealth and aging populations globally, the number of family offices has surged to help guide succession planning and the transfer of assets. This brief outlook further highlights the investing trends impacting the path forward...

The current next-generation family members are changing the way families view wealth, no longer focusing on creating wealth for wealth’s sake. It’s still about creating wealth, but now more questions are being asked about, ‘how can we use this wealth to improve society?’ and less about ‘what we can do to just keep building it.’ This process is refe...

Most family businesses take on the characteristics of their founder or founding family, especially in their formative years. This changes as the company grows and the founder begins to transition ownership and control to future generations. To guide the business succession transition forward on a successful path, there needs to be a family governan...