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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 article is the second in a four-part series on how family dynamics affect family enterprises, and why clarifying boundaries is...

In family enterprises, relationships are the greatest asset—and often the greatest risk. Familial bonds bring loyalty and long-term...