In this article, David Harland from FINH explores the importance of communication, planning and education in a successful succession, which are often ignored until it is too late.
In this webinar, Peter McKnoulty covered structural and planning matters related to family succession including the impact of family dynamics, advisory team, developing and structuring a family succession plan and transition planning.
Why is it important to get your affairs in order, why do you need to keep your estate plan up to date, what can be done in anticipation of incapacity and what happens to digital assets.
Succession planning for baby boomers - Priorities, problems and pitfalls in regulatory environment, progressive retirement planning and overcoming key hurdles to successful outcomes.
This final report of a survey of 192 global families, conducted with Family Business Network and Family Office Exchange.
Accomplished author, researcher and clinical psychologist Dr. Dennis Jaffe explores the key factors that make a family successful through many generations
Charles Grace III of Family Office Exchange discusses the family legacy framework, legacy planning for wealthy families and family transitions.
Anthony Starkins presented a short history of the Vanderbilt and Rockefeller family dynasties in the context of the world's greatest dynasties and how made, lost or gave away their money.
Fintan Maher discussed why and how losing wealth in three generations is celebrated in many of world's cultures, how do we avoid losting it in the third generation.
Gretchen Davidsen shares her experience of the transition from a family owning a business to leading a sibling team after the family sold the business.
Andrew Hector will set the scene for the issues facing Western Australia families and where the opportunities exist to grow family wealth.
A discussion on how have different families approached inter-generational transition and how do we embed strong family values in a younger generation who have inherited wealth?
Insights and experiences from Gretchen Davidsen
Fredda Herz Brown, Ph.D, Principal, Relative Solutions would answer the question: Why do some families thrive, others strive and still others decline.
A panel of family members and trusted advisers discuss real life "transitions" and how they were managed for the benefit of all the family.
In this session, the speaker - Ian Marsh discusses transition in the context of managing family conflict.
A discussion among panelists from across family generations.