-Articles
How can I start the conversation about retirement with my parents?
Tools for the next generation to approach the retirement conversation tactfully with patience, strategy and smarts.
Governance
-Videos
Protecting the family legacy starts in the family office
Many families have decided to formalize a Family Office to serve the financial and professional needs of family members.
-Videos
We partner with your key advisors to support the family and the enterprise
As a result of our expertise, we are able to assist families across the spectrum of needs.
-Articles
The Art of Ambidextrous Leadership
Successful family enterprise leaders must tend both to the needs of the business and the family
-Articles
Philanthropy in Family Enterprises
This article presents a systematic review of the literature on the subject of family philanthropy.
-Podcasts
What is a family owners council and why does it matter?
Dr Katherine Grady and Dr Wendy Ulaszek discuss Family Owners Councils and their importance supporting family business continuity.
-Articles
Educating family business owners
We conceptualize two interrelated approaches to education: a deductive or “outside-in” approach.
-Articles
The best investment a family will ever make
The creation of a Family Council is one way to restore balance between business and family life.
-Articles
What is the point of family enterprise governance?
Business, ownership and family issues are intertwined in a way that is going to get very complicated.
-Articles
Tradition and adaptation in Chinese family enterprises: Facing the challenge of continuity
There are three specific critical challenges that Chinese family enterprises will have to meet and resolve.