-Podcasts
How can a shared vision create greater impact?
Fernanda Jaramillo and Ivan Lansberg talk about the importance of having a shared vision for family enterprises to successfully last from generation to generation
-Articles
How engaged is your ownership group?
Nicolas Hollanders explains what it means for family business owners to be engaged with the project.
Agreements
Stewarding businesses into institutions
In light of the many crises that haunt the daily news cycle, there is one segment of the corporate landscape that seems to be weathering the storm better than most: family businesses.
-Books
Generations Of Giving
“A thorough and powerful work, Generations of Giving: Leadership and Continuity in Family Foundations demands.
-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.
-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.
-Books
Succeeding Generations
Succeeding Generations provides a thoughtful and comprehensive look at the sensitive dynamics of leadership succession in family businesses.
-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.
Communication
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.
-Videos
Reflections on the importance of values
Senior Advisor Don Carlson Discusses the importance of a family’s values being implemented in their business DNA.
