Family Governance and Leadership Succession

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Get the Most from Your Board of Directors
BNY Mellon Wealth Management
A board of directors is more than just a legal formality that meets four times a year. When used to its full potential, a well-designed board can help you grow your business, serve your
Addressing the Complexities of Communication and Family Learning
Ascent Private Capital Management
Families that have accumulated significant assets want to know how to best prepare the rising generation to help them maximize the benefits available to them, while also minimizing the unique
Family Meetings
Northern Trust
Most of the time when families gather, the focus is purely social—reconnecting, reminiscing, and “rest and relaxation” as a group. Occasionally, family members may also gather for
Developing a Family's Values, Vision & Mission Statement: "The Cornerstone Statement"
Northern Trust
Families who successfully navigate the complexity of wealth through multiple generations tend to do things differently. They recognize the need to establish a framework for decision-making that
Family Banks: Personal Commitment, Accountability and Multi-Generational Mentoring
Kozusko Harris Duncan
Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus from their children to a broader group of individuals, such as grandchildren, siblings, and
What is a Wealth Coach?
Ascent Private Capital Management
Wealth coaching is essentially the study of one’s relationship with money and wealth. We all have a relationship with money, and through money messages that we learned at an early age, this
2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts
2019 FOX Foresight – Understanding the Voice of the Rising Gen
Family Office Exchange
Preparing the next generation of family leadership is often the top concern for wealth owners. It is crucial to gain an understanding of the Rising Gen community: What makes them different? What do
Family Governance: Oxymoron or Opportunity?
Ascent Private Capital Management
Family governance need not be an oxymoron. A conscious family governance system can help create an efficient and rewarding means of ensuring the family enterprise’s viability for
FOX Public Webinar: Agile Generation Succession – Maximizing the opportunities and minimizing the challenges
Successful transitions between generations is a key differentiator in families that out-perform the shirtsleeves to shirtsleeves proverb. Effective generation succession doesn’t happen by accident,