From 2008 to 2009, the Center for Creative Leadership surveyed 128 senior executives who participated in CCL's Leadership at the Peak program. The executives served at teh senior most levels of their organizations, with more than 15 years of management experience and resonsibility for at least 500 people. This survey focuses on pressing trends and challenges affecting their organizations, and the role of leadership in spanning vertical, horizontal, stakeholder, demographic, and geographic boundaries.
Resource Search
Coaching can be a transformational process, helping individuals overcome obstacles, solve problems, make significant changes and accomplish lofty goals. Conscious Connection provides an overview of coaching, discussing the work of a professional coach and offering tips to ensure selection of the right coach.
KPMG Australia explores six areas related to family business succession: preparation, leadership change, new directions, governance as a priority, performance measurement and pride in the family business. The report focuses on Australian families but offers suggestions and insights that can be useful to families anywhere.
Family business consultant Kenneth Kaye discusses some characteristics that facilitate trust among family members in two types of enterprises – family offices and family-owned businesses – as well as a conflict resolution intervention that capitalizes on humans' instinctive propensity to trust.
A paper from Memoir Shoppe examines ethical wills and the age-old tradition of passing on spiritual assets. Most commonly written as letters, ethical wills are a unique, everlasting forum through which the ultra-wealthy come to understand and accept that authentic wealth can come from perpetuation of values, hopes, convictions, lessons learned and heartfelt blessings.
Families need to learn how to talk about money openly and participate in saving, spending and giving together. The result, Silver Bridge Advisors says, will be an increase in the number of financially thoughtful children in the world, a greater ability for the next generation to use their wealth responsibly, and an increased likelihood that family values will endure for generations.
The differences between the belief systems and practices of stewards and inheritors within single Asian families and the confusion they create.
A business-owning family can create a secure foundation for effective multi-generational ownership and control by transferring shares of a family business in trust during the controlling owner's lifetime, and through careful drafting of trust provisions, choice of governing law, selection of a capable trustee and implementation of effective family governance processes, Withers Bergman says.
Without question, Jay Hughes has changed the thinking of most families and wealth advisors regarding how family assets are defined. Over the past 20 years, Jay and Sara Hamilton have discussed the many critical challenges that families face and the transitions that occur as they cross the generational bridges. In this 2009 FOX Fall Forum presentation, Jay and Sara have share for the first time their insights from these client experiences, and the important concepts that Jay has developed are brought to life as they reflect on the lessons learned from the exceptional families they have served.
The current financial crisis has caused many individuals to re-evaluate the role that money plays in their lives and has given families the perfect incentive to have realistic conversations about money. Noting that family advisors and mental health professionals long have advocated "financial parenting," this paper offers guidance for raising financially responsible children.