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410 results found
Purposeful Planning for an Enduring Family Legacy
Publish Date:
Oct 19 2010

Far too often, family legacy is regarded as a concept related only to the past. This backward-looking, and inherently passive view of legacy fails to capture a much more valuable and dynamic understanding – that the essence of family legacy also carries with it the opportunity to shape the future of the family for the better. In this Fall For...

Family Legacy and Legacy Planning
Publish Date:
Oct 19 2010

An appreciation for family legacy begins with an understanding that legacy encompasses more than the past and embraces all that a family wants to preserve for the future – the history, values, knowledge and experiences that are just as essential as the financial capital.

Identifying and Prioritizing the Motivational Values That Drive Family Decisions
Publish Date:
Oct 18 2010

As multiple generations begin to work together, differences can and do arise, and identifying the goals and values that resonate across the family and motivate individuals to work together is a critical task in sustaining wealth. While many families take steps to document their chief business or financial objectives, they fall short of clarifying t...

Family Legacy and Leadership
Publish Date:
Sep 13 2010

This presentation was given at the 2010 FOX Global Family Forum.Part I: Family Legacy and Legacy Planning Mark Daniell, Cuscaden Group An appreciation for family legacy begins with an understanding that legacy encompasses the history, values, knowledge and experiences that are just as essential as the financial capital. Legacy planning is...

Effective Governance through a Private Trust Company Structure
Publish Date:
Oct 21 2009

You don’t want to miss this 2009 FOX Fall Forum session to learn how a private trust company structure can significantly increase the odds of a family implementing its transitional strategic plan through effective governance. The session will deliver valuable information on U.S. private trust company structures and cross-border private trust s...

Leveraging the Next Generations' Talents
Publish Date:
Oct 21 2010

This 2010 FOX Fall Forum session is designed to help younger family members learn how to more effectively put their generations’ talents and skills to work in leading the family enterprise. Participants will acquire techniques for helping family members identify and recognize their talents, understand some of the common challenges and pitfalls...

What We Have Learned from Families of Fortune
Publish Date:
Oct 21 2009

Without question, Jay Hughes has changed the thinking of most families and wealth advisors regarding how family assets are defined. Over the past 20 years, Jay and Sara Hamilton have discussed the many critical challenges that families face and the transitions that occur as they cross the generational bridges. In this 2009 FOX Fall Forum presentati...

Four Ways Families Can Enhance Human Capital
Publish Date:
Oct 20 2009

In this 2009 FOX Fall Forum presentation, Ellen Perry outlines four ways in which families of significant wealth can enhance their human capital, developing the skills and talents of the younger generation, strengthening family ties and enabling individual members and families as a whole to flourish for multiple generations.

Reinvigorating Your Family Meetings
Publish Date:
Sep 26 2017

If you are wondering how it is possible that everyone in your family is offering an excuse for missing the family meeting date, then it is time for some new ideas or approaches to turn these meetings into events that no one wants to miss. How? By planning a purposeful family event that also happens to include the family meeting. In addition, it wil...

Crafting Your Family Mission Statement: Lessons from the World's Best Brands
Publish Date:
Oct 10 2017

Since the early 1900s, wealthy families have borrowed from corporate America to draft mission statements or similar declarations to define their shared values and legacy. And much like the corporate world, not everyone agrees on the term “mission statement.” Many families and advisors prefer words like purpose and vision. Whatever forma...

When She Has the Money: Challenging Ancient Conventions and Supporting the New Normal
Publish Date:
Feb 12 2018

Because of social and cultural changes that have increased women’s control of wealth, this paper seeks to help families navigate this newer development—where the female partner’s inherited wealth significantly exceeds that which her spouse is likely to generate through his own inheritance or work. It begins with McKayla’s st...

Thrive at Five: The Secrets of Long-Term Family Philanthropy
Publish Date:
Mar 27 2018

If you are a newer family foundation with one or two generations on the board, five generations may seem like a long time away. Yet in family philanthropy, quite a few foundations have been operating and thriving for 50, 75, even 100 years. What’s the secret of these family philanthropies that make it five generations, and across family branches? H...

Tending the Fires of Wisdom
Publish Date:
Apr 19 2018

Since the age of 14, Angus McRae had been the sole caretaker of the Markham family lodge and its surrounding 800 acres, where the Markham family connected and bonded. The original Markham brothers had bought the property in rural Quebec Province from Angus’ forebears who were the first people to settle the area. Five generations of the Markha...

Successful Generations Podcast: Engaging Your Family in Family Philanthropy
Publish Date:
May 01 2018

The question Virginia “Ginny” Esposito, Founder of the National Center for Family Philanthropy, gets asked the most, is “How can I engage my family in philanthropy?” In this episode, Ginny highlights what family business is and common trends in the work she has been in for over 30 years. She has lots of wisdom for parents an...