Drivers

Divide
-Articles

Jobs vs. Wealth

Family leaders must have the courage and stamina to create an inclusive, participative, and results-driven culture in the family and business, supported by the right policies and systems. Such a foundation will set the stage for a family legacy which both sustains across multiple future generations, and grows along the way with each group driving growth and diversification and making its own mark.

-Articles

Growing up Green

Why is it hard to find good successors? We believe that the root issues occur earlier in the lives of next-gen members, linked to the manner in which they experience their family’s wealth and legacy during adolescence and early adulthood.

Philanthropy
-Videos

How to approach Philanthropy

About one-quarter of our work relates to family philanthropy, most often as part of a complex family enterprise or family office.

Succeeding Generations
-Books

Succeeding Generations

Succeeding Generations provides a thoughtful and comprehensive look at the sensitive dynamics of leadership succession in family businesses.