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735 results found
Future Owners of Impact: Empowering the Younger Generation
Publish Date:
Oct 24 2013

Future Owners of Impact: Empowering the Younger GenerationDanielle Oristian York, Director, 21/64 The next generation can bring unique skills and perspectives to the philanthropic community. However, the prospect of engaging the next generation can be daunting. Next-generation family members have grown up with access to broader opportunities f...

Creative Engagement - Brower
Publish Date:
Oct 24 2013

Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...

Master Class on Talent Strategies
Publish Date:
Oct 24 2013

Despite the continuing concern over job creation, researchers around the globe identify a lack of available skilled talent as a continuing drag on performance. Inherent in this issue are three profound questions: How do you achieve a successful combination of culture and talent to allow ideas to thrive within the context of the family and family of...

All for One and One for All: The Family Leadership Challenge
Publish Date:
Oct 24 2013

Carl Robinson, Ph.D., Managing Partner, Vantage Leadership Consulting In a family enterprise, the greatest challenge is to engage family members effectively in leadership roles and governing board participation. The development of future leaders in the family is critical to its future, and the leaders' participation in family governance is...

The Spirit of the Gift: Giving Wisely to Family Members
Publish Date:
Oct 24 2013

The Spirit of the Gift: Giving Wisely to Family MembersKeith Whitaker, Ph.D.; Susan Massenzio, Ph.D., Wise Counsel Research Associates Many parents fear that gifts to family members lead inevitably to entitlement. Giving wisely can avoid that result and turn gifts into a force for growth. Keith Whitaker and Susan Massenzio will share som...

Creative Engagement - Kanter
Publish Date:
Oct 24 2013

Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...

Creative Engagement - Liautaud
Publish Date:
Oct 24 2013

Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...

All for One and One for All: The Family Leadership Challenge - Discussion
Publish Date:
Oct 24 2013

Carl Robinson, Ph.D., Managing Partner, Vantage Leadership Consulting In a family enterprise, the greatest challenge is to engage family members effectively in leadership roles and governing board participation. The development of future leaders in the family is critical to its future, and the leaders' participation in family governance is...

The Next Wave of Change
Publish Date:
May 02 2013

It has been said that that business leaders frequently overestimate the impact of change in the short term and underestimate the impact of change in the long term. Many advisors are aware of the shifts in servicing required by the millennial next generation of wealth owners. This session challenges attendees to think about the 10-year impact of the...

Born to Judge: Understanding Inherent Behavior That Drives Conflict
Publish Date:
Feb 01 2012

Understanding what drives behaviors is a starting point for establishing acceptable family norms as well as addressing the unacceptable. It also may provide insight that can help reduce conflict, establish better communication patterns, and increase levels of trust among family members.

Family Meetings: Engaging the Learner
Publish Date:
Apr 01 2004

Creating an educational experience that fosters peer exchange and involvement entails more work and risk than a simple lecture, but family members will leave the session with practical skills, deepened relationships and enjoyable memories.

Family Meetings: Something to Bring to the Table
Publish Date:
Jul 01 2004

In addition to guiding the family office, helping owners to think about issues that impact their family's goals is an important part of the family office CEO's role. While important to all financial families, these principles and practices become more critical as families grow in size and complexity and should be revisited regularly.

Paradoxes of Wealth
Publish Date:
Jan 01 2005

The key to overcoming the paradoxes is looking at a family not as the sum of its wealth, but as a collection of living, breathing individuals drawn together through their affinity for the family. It requires a willingness to fight the natural impulses that lead other families to return to their shirtsleeves.

Planning Family Meetings
Publish Date:
Apr 01 2003

Family meetings can serve to update and educate family members on business and investment issues, reinforce family ties, and resolve conflicts. They can also be a lot of fun. But figuring out how to get the family members to the event, how to keep their attention once they've arrived, and how to make it fun in the process is no easy feat.

Carrot Sticks: Using Incentive Trusts to Influence Behavior
Publish Date:
Jul 01 2003

It is now becoming more common for families to focus their overall estate planning strategy on communicating a family vision expressing the philosophical and moral imperatives of the wealth creators, rather than merely on minimizing taxes. The common structure for providing incentives to encourage or alter behavior is the trust.