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This session with the Salgar Family will provide background on the transitions underway in their family and how they used the Family Charter / Constitution to reaffirm the family values, align their goals, and organize their governance process. As part of the move from the first generation to the leadership of Gen 2-3, the family outlined the key c...

Join the Tsotsorkov family’s journey over the decades, from its entrepreneurial roots going back 250 years to its modern-day enterprise. Gen 2 family leader, Dimitar Tsotsorkov, shares the story of, and learnings from, the family’s recent efforts to capture and codify the unique values that have shaped the enterprise family and its ecosystem throug...

Every family office is unique, and so are the governance structures needed to meet the family's objectives. This session will help attendees understand when a family office should implement more (or less) formal governance components - from committees to councils to bringing in outside directors alongside family members. Attendees will walk away wi...

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 Corp...

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 ...

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...

Teaching the joys, benefits, and responsibilities of philanthropy is often a top-down process. For most families, the starting point in encouraging a philanthropic mindset in children is to identify specific values that matter to them and to live by those values. Most important, continue to set a good example through meaningful actions an...

In moving past the “shirtsleeves to shirtsleeves in three generations” adage, advisors in the family wealth space are emphasizing the importance of the family’s qualitative capitals that go beyond serving only the financial capital goals. This shift has elevated the family client experience and expectations. It’s part of the Wealth 3.0 movement tha...

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 consti...

When a family unit is comprised of multiple generations, conflicting perspectives and ways of being often come into play. While these generational differences can challenge unity and harmony, they also offer valuable insights and unique contributions when it comes to navigating important family matters. So how do families leverage these differences...

Successful family meetings are an essential component of managing a family-owned business, especially for wealthy families. Such gatherings are not only about ensuring the smooth operation of the business, but also about facilitating family harmony and ensuring that relationships and the family’s legacy continue through generations. Learning from e...

Defining a family enterprise’s governance structures is a journey, not a destination. In this webcast Stephanie Traversy, Vice President of Personal Development and Governance at Bridgegreen Capital, will unpack four critical milestones along the path to purposeful governance. She’ll cover why families need to establish their higher purpose and lon...

For business and wealth creators, preserving the family in the midst of wealth is far more difficult than creating the wealth. Integrating second and third generations into ownership and decision-making is something business builders haven’t yet experienced. We focus on 14 strategies families can use to integrate rising generations and pass down re...

Sustaining wealth across multiple generations require more than financial planning. Interrelated and building off one another, 25 non-financial best governance practices have been identified as having a positive impact on the ultimate success of sustaining wealth for enterprise families. By employing these best practices—that are anchored along the...

Scott Peppet, the President of a single family office and private trust company, will explore the importance of aligning a family’s learning capacity with the complexity of its environment to ensure long-term flourishing for the family and family enterprise. Scott emphasizes that rather than always striving to increase knowledge to match complex de...