Family Governance

Resource Search

Helping Your Children Prepare for an Inheritance
Publish Date

If you’re not used to having conversations surrounding family wealth, it can be an uncomfortable experience that can lead to in-fighting and a breakdown in trust. That’s especially true when talking about inheritance: older generations often question if their kids are ready to grow into their roles as stewards of wealth, and younger generations often let inexperience and a fear of being judged keep them from asking important questions.

Good Governance: How to Build or Refresh Your Board
Publish Date

A well-functioning board is a crucial component to help the family business achieve longevity and growth. From risk mitigation to culture oversight, a good board can be an important resource for the company, shareholders, and stakeholders. In this discussion, Meghan Juday, IDEAL Industries Chairman and Founder of The Lodis Forum, a peer group for women in board leadership roles, will address key insights and lessons to establish or refresh a board.

Family Governance: A Key to Maintaining Your Legacy
Publish Date

When setting up a family legacy plan that extends across generations, it’s vital to have a family governance plan that empowers a family to govern its wealth and enterprises as a cohesive unit. While each family is unique, the keys to incorporating an effective family governance will be uniting around shared purposes, having a written family constitution that sets forth broad principles and policies in areas that are identified by the family as needed, and keeping it separate from any operating business governance.

Planning Family Meetings for Maximum Family Impact
Publish Date

The family meeting is an important element of the larger family education and communication strategy. Join Edouard Thijssen, Co-Founder & CEO of Trusted Family, and Mindy Kalinowski Earley, Chief Learning Officer at Family Office Exchange, for an educational discussion informed by their decades of work with families.

How to Talk with Your Family About Wealth
Publish Date

For a variety of reasons, Americans tend to be reluctant to discuss the specifics of their wealth—especially with adult children. While there may be discomfort around talking about wealth, there are several good reasons and ways to have these critical conversations.

2023 FOX Foresight - Successful Leadership Transitions in the Family Office
Publish Date

When is the right time to start talking about succession within the family office? Who starts the conversation so that it is comfortable, non-threatening, and becomes a planned process rather than a one-time event? Hear from families, family office executives, our thought leaders, as well as executive recruiters on how to navigate the succession process with maximum impact.

The Emergence of B Corps: Positioning the Family Office to Achieve Impact | 2022 FOX Family Forum
Publish Date

Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corps status, why it matters, and how yours can too. Philippe Mauchard, Venture Partner and Former Chief Investment Officer, SPDG Ventures Peter Moustakerski, CEO, FOX

How to Achieve Family Continuity Through Competency Discovery | 2022 FOX Family Forum
Publish Date

Role definition and preparation is a common challenge for families looking to integrate rising family members into the enterprise. Solving this challenge leads to higher rising gen participation and increased in-law engagement within the family. Using competency-based assessments, families can predict the success of family members in specific roles within the enterprise. Join this session to learn how to shift from forced succession to agreed-upon continuity by embracing the natural behaviors and strengths of family members at all ages.

Effective Family Governance: Professionalizing the Board | 2022 FOX Family Forum
Publish Date

From risk management to objective perspectives to succession planning, boards are a crucial component to help the family business achieve longevity. Boards serve as a mechanism to clarify the mandates of the family and provide continuity and formal guidance to future generations. During this session, experts will share easy-to-implement governance tactics to sustain family businesses for future generations. Meghan Juday, Chairman of the Board, IDEAL Industries Peter Moustakerski, CEO, FOX

An Optimistic Outlook for Family Transitions | 2022 FOX Family Forum
Publish Date

Join FOX for a moderated keynote with internationally recognized author and consultant, Dr. Jim Grubman. The session will explore an exciting trend and share examples of families that are taking a more positive approach to family leadership transitions, preparing the rising generation, and keeping the family engaged and cohesive. Jim Grubman, Family Wealth Consultant David Toth, Interim Co-President, FOX