Family Legacy and Leadership

This presentation was given at the 2010 FOX Global Family Forum.

Part I: Family Legacy and Legacy Planning 
Mark Daniell, Cuscaden Group 

An appreciation for family legacy begins with an understanding that legacy encompasses the history, values, knowledge and experiences that are just as essential as the financial capital. Legacy planning is the process that involves documenting reasons for staying together, agreeing on The Family Promise and investing in the education of family members to enhance the legacy.

Part II: Family Leadership and Succession Planning 
Sara Hamilton, Family Office Exchange 

An understanding of family leadership responsibilities begins with an understanding of the challenges of leading a family enterprise and the differences between corporate leadership and family leadership. Ms. Hamilton profiles successful family leaders and describes the unique leadership skills needed for the 21st century. She finishes with eight principles that ensure a successful succession process.

Part III: The Management of Risk and Change 
Kripa Sethuraman, Family Office Exchange 

Sustaining a family legacy requires an ability to effectively manage threats to long-term prosperity while identifying opportunities to grow family assets. Ms. Sethuraman highlights strategies gleaned from wealth owners and industry thought leaders for developing a risk management mentality and creating an entrepreneurial culture.