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Top Five Skills for Next Generation Leaders
Plante Moran
As individuals progress in their careers, success becomes tied more to their ability to collaborate, engage, and mobilize others than on the individual skills and abilities that may have fueled early
Reinvigorating Your Family Meetings
Warner Norcross + Judd
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
Cyber Risk and Identity Theft: Protect Your Lifestyle
Marsh Private Client Services
News reports show large-scale data breaches are on the rise and affecting large retailers and even consumer credit organizations. There are numerous categories of cyber crime, but the ones that
Don't Get (Sun)burned: Top 5 Considerations When Purchasing a Vacation Home
Glenmede
Don’t be blinded by the sun reflecting off the dancing blue water; there’s more to consider when purchasing a vacation home than where you like to vacation. Protect your investment with
Intentional Inheritance Planning
Wilmington Trust
For many families, discussing wealth transfer and inheritance issues can be challenging. Fear of demotivating heirs can cause wealth holders to withhold vital information. But the rewards can prove
Engaging the Next Generation: Philanthropy
GenSpring Family Offices
There are many benefits to involving children in family philanthropy. One of them is the children’s realization of the positive impact their own participation has on the world (no matter how
Without You at the Helm—Is Your Family Ready to Manage Your Wealth?
Wilmington Trust
Research indicates that multigenerational involvement is the single most important factor in sustaining family wealth into the third generation and beyond. Furthermore, the families that most
Corporate Governance: Utilizing an Effective Board Agenda
Waller Lansden Dortch & Davis (now part of Holland & Knight)
The Board of Directors plays a pivotal role in the effective governance of the private family trust company (PFTC). They are responsible for overseeing management, providing organizational leadership
Due Diligence: Minimize Mistakes, Maximize Value
FTI Consulting
To ensure you are on the right track when buying and maximizing valuations when selling, it is important to minimize mistakes during the due diligence and direct investment process. As a part of that
Considerations to Organizing a Private Family Trust Company
Waller Lansden Dortch & Davis (now part of Holland & Knight)
Every family has its own reasons for establishing a private family trust company (PFTC) which can be structured to suit the family’s needs and desired goals. When deciding whether to establish