Resources

Managing family wealth becomes increasingly complex as capital grows across generations. To preserve both the assets and the relationships that sustain them, families benefit from strong governance and clear decision-making structures. Two essential tools in this work are a well-designed Stewardship Council , the governance body responsible for overseeing family-owned assets, and a disciplined Investment Policy Statement (IPS)  that guides the management of investment capital

This is the fourth and final article in our series on helping the next generation of family business leaders find their voices and encouraging founders to learn to hear them.

This is the third in a four-part series on helping the next generation of family business leaders find their voices and helping founders learn to hear them. Whether you’re a founder, a spouse, or a next gen, these articles will give you tools to build trust, respect, and a legacy that lasts.

Tips to learn how to be recognized as a next generation leader, from shadow to spotlight.

Meaningful dialogue in a family business can be difficult. Finding your voice enables both the family and the business to thrive.

One of the most stress-inducing questions that many financial advisors receive from wealthier clients is, “Do I need a family office?”...