Tools for the next generation to approach the retirement conversation tactfully with patience, strategy and smarts.
About one-quarter of our work relates to family philanthropy, most often as part of a complex family enterprise or family office.
Many families have decided to formalize a Family Office to serve the financial and professional needs of family members.
Ashley Blanchard talks about how philanthropic families around the world experienced the pandemic and how philanthropy has changed.
Devin DeCiantis and Sam Bonsey, discuss the role of responsible capitalism in the family business and how it can be promoted.
Business families naturally invest in professionalizing their management group, often without realizing that their ownership group requires as much attention.
Business, ownership and family issues are intertwined in a way that is going to get very complicated.
Research has shown that the development of family companies can fall into two, sometimes three, stages.
Many family businesses have a problem with recruitment into governance roles, and the family labor pool is a critical issue.
Over the past three decades, many business families have formed a Council. The oldest Councils have started asking “What do we do now?”