Search Results

Compliance with employment law is increasingly complex and the issues are ever-expanding. It may seem as though three new regulations surface for every one that you’ve tackled. While no one has a compliance crystal ball, the Society for Human Resource Management has identified a top 10 list of Employer compliance issues for 2016. In thi...

Statistically, every day 10,000 Baby Boomers will reach the age of 65, a phenomena that will occur daily until 2029. And, according to the Small Business Administration, half of small business owners are currently over age 50. As a result, waves of small businesses will be sold or transitioned. When you couple these statistics with the emergent meg...

Entrepreneurs assemble resources, create innovations, develop finance strategies and apply business acumen in an effort to create economic goods and services. The ultimate question is, “How do you instill these attributes in your rising generation?” Ann Dugan, who founded the University of Pittsburgh's Institute for Entrepreneurial ...

In an effort to promote a culture of greater giving and well-being for all, Nexus Global Youth shines light on the experience and impact of having wealth and what can be done to support and inspire the next generation of philanthropic leaders. Given the unique nature of the generation and their experiences, Nexus research proposes that, instead of ...

Family success over generations is often contingent on the health and vibrancy of family culture. Family culture can destroy legacy, decimate planning, and wreak havoc on even the best laid plans of founders, professionals and family leaders. This session helps to bring clarity to the confusing dynamics of family culture and, more importantly, prov...

Family education is critical to wealth sustainability. In this session, participants will hear directly from families who have successfully implemented family education programs and the challenges and obstacles they have had to overcome to design, develop and deliver quality programming. In addition, family members will share information about the ...

Distributions have many implications for the Private Family Trust Company (PFTC). The responsibilities of the PFTC in preserving the corpus and being true to the role of the trustee must also align with the changing needs of the family. This peer dialogue centers on a case study examining the art and complexity of family distributions and provide t...

A multigenerational family can benefit from a visioning process when moving from one stage of the enterprise to another— perhaps facing a change in leadership or a change in ownership of key family assets. The time for a Family Visioning process has come when family members can see a major change coming, but are uncertain as to how the transi...

Utilizing a series of interactive, fast-paced and fun kinesthetic exercises, this workshop was designed to guide attendees through an exploration to gain deeper insight into their assumptions around wealth, roles and the generational perspectives at play in your family.

Dr. Crace will explore the promises and pitfalls of values-based living from both a personal and family perspective. While research links values to flourishing, there has been little discussion of how values can unintentionally get in the way of our productivity. This workshop will examine these issues and outline a process called “dynamic bl...

Effective governance empowers leaders of wealthy families and/or families in business to make the most of the unique strength of a family enterprise: the synergy between a strong, unified business owning family and a well-run family enterprise or family office.Ernesto Poza will explain why so many families fail to govern the family-business relatio...