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631 results found
Three Steps for Smooth Family Business Succession
Publish Date:
Mar 30 2016

Statistically, every day 10,000 Baby Boomers will reach the age of 65, a phenomena that will occur daily until 2029. And, according to the Small Business Administration, half of small business owners are currently over age 50. As a result, waves of small businesses will be sold or transitioned. When you couple these statistics with the emergent meg...

Finding Your Life Purpose
Publish Date:
Oct 23 2015

In an effort to promote a culture of greater giving and well-being for all, Nexus Global Youth shines light on the experience and impact of having wealth and what can be done to support and inspire the next generation of philanthropic leaders. Given the unique nature of the generation and their experiences, Nexus research proposes that, instead of ...

Developing an Entrepreneurial Spirit in the Family
Publish Date:
Oct 23 2015

Entrepreneurs assemble resources, create innovations, develop finance strategies and apply business acumen in an effort to create economic goods and services. The ultimate question is, “How do you instill these attributes in your rising generation?” Ann Dugan, who founded the University of Pittsburgh's Institute for Entrepreneurial ...

Workshop 3: Assessing Family Wealth Roles: Lay It on the Line Exercises
Publish Date:
Oct 21 2015

Utilizing a series of interactive, fast-paced and fun kinesthetic exercises, this workshop was designed to guide attendees through an exploration to gain deeper insight into their assumptions around wealth, roles and the generational perspectives at play in your family.

Transferring Business Ownership
Publish Date:
Oct 24 2013

Transferring Business Ownership: How to Prepare the Family for a Smooth TransitionStephen G. Salley, Of Counsel, Greenberg Traurig, LLC.; Mark Nash, Partner, PwC Private Company Services and Karen Neal, Managing Director, Consulting, Family Office Exchange A recent PwC study on family business owner trends indicated that more than ...

All in the Family: The Risk and Rewards of a Family Bank
Publish Date:
Oct 24 2013

All in the Family: The Risk and Rewards of a Family BankWarner King Babcock, AM Private Enterprises, Inc.; and Karen Neal, Managing Director, Consulting, Family Office Exchange Stimulating…and funding…entrepreneurship within a family enterprise can become risky business. How do you find the balance between encouraging the next ge...

Private Business Owners Facing Strategic Issues
Publish Date:
May 01 2013

Sara Hamilton, CEO and Founder of FOX, will share the FOX research on some of the key trends and issues that will change the landscape for business owning families over the next decade. Sara will outline key questions that advisors need to pose to their business owner clients who are facing critical transitions, and the panel participants an...

2023 Study of Board Compensation Practices of 600 Mid-Market Public Companies
Publish Date:
Aug 06 2024

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

2023 Study of Board Compensation Practices of 600 Mid-Market Public Companies
Publish Date:
Aug 07 2024

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

2023 Study of Board Compensation Practices of 600 Mid-Market Public Companies
Publish Date:
Aug 09 2024

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

2023 Study of Board Compensation Practices of 600 Mid-Market Public Companies
Publish Date:
Aug 09 2024

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

Document Management
Publish Date:
Feb 18 2014

Your fellow FOX members have contributed these document management tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit...

Human Capital - Employee Relations
Publish Date:
Mar 12 2012

Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit your ...

Ten Minute Interview: Corporate Transparency Act
Publish Date:
Dec 13 2023

Under the Corporate Transparency Act (CTA) and starting January 1, 2024, companies created in the United States will have to disclose and file certain information with respect to individuals owning more than 25% of the company or otherwise having control over the company. In this interview with Brian Lucareli, attorneys James Howard and Stephanie D...

5 Questions to Expect from Outside Advisors at the Beginning of a Liquidity Event
Publish Date:
Dec 11 2023

Leaders of founder-owned businesses embarking on a liquidity event often have never been through a sale process or conducted a formal capital raise. It’s a complex process—so they often turn to outside advisors for guidance. In preparation for it, consider the questions advisors are likely to ask, as well as which questions might produce the best p...