Family Learning

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I Am The Cobbler
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“The cobbler’s children have no shoes,” refers to the phenomena where people who are successful at doing something spend so much time on their own professions that they neglect to take care of business close to home. In the folktale, the cobbler’s children had holes in their shoes because he was so busy repairing the shoes of other people that he neglected his own children, writes Robert Jordan, Jr., CEO of Video Family Biographies.

Beyond ‘Cohesion’: Why terminology must evolve through the generations
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Families experience significant and sometimes difficult changes over the years as elders pass on and new family members grow into leadership roles. What worked for a two-generation family with five members may not work when the family reaches the fourth generation and now involves multiple households with varying wealth structures.

Staying Power: How do Family Businesses Create Lasting Success
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Family businesses are an essential source of prosperity and stability to both our global economy and our society. The characteristics and practices of large, long-lived family businesses serve not only as a model for other family businesses but also for all companies that aspire to maintain an entrepreneurial spirit, innovate and maintain growth. The global survey presented in this report focuses on seven success factors for family businesses, including succession, women in leadership, governance, communication and more.

Family Wealth Conversations: The Role of Prenuptials
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There are no easy answers when it comes to prenuptial agreements, but understanding the fundamentals will help ensure that the agreement is ultimately fair to all parties, achieves the family’s objectives, and will withstand any future challenge. This article provides tips, advice and a number of options when it comes to setting up a prenuptial agreement.

Can The Wealth Inheritor Chase The American Dream?
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It is easy to understand why the American underclass has almost insurmountable obstacles to living the American Dream. What may not be so obvious is how difficult it may be for the wealth inheritor to live the American Dream.

Family Governance: How Leading Families Manage the Challenges of Wealth
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Effective governance empowers leaders of wealthy families and/or families in business to make the most of the unique strength of a family enterprise: the synergy between a strong, unified business owning family and a well-run family enterprise or family office.

A History Based on Guiding Principles: The Bemberg Family Enterprise
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As a respected leader in the Bemberg Family, Mr. de Ganay will share some of his family’s history spanning 6 generations. He oversees the Quilvest Wealth Management business and was involved in selling the business the family owned together for over 120 years. The respected governance process that the family has developed over time has made it possible for the family to stay together through the purchase of another industrial business and through leadership changes. Joining Mr.

Ten Recommendations for Preparing Next Generation Wealth Owners
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“What can I do to ensure the wealth has a positive impact on the next generation?” While there is not a silver bullet solution or a guarantee of success, this session will provide insights and examples to help parents, family office professionals and wealth advisors address this common question. Jill will provide concrete tools, guidelines and success factors for empowering and engaging your next generation family members including an actionable listing of the ten recommendations for preparing the next generation wealth owner.

Who are the FINANCIAL CREATIVES in your Family System?
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The evolving expectations of family governance practices and family transitions are bringing a more diverse set of family members into the heart of family operations—including those members who self-identify (or could be identified) as FINANCIAL CREATIVES.