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The COVID-19 pandemic reshaped many aspects of life in profound ways, including propelling families onto virtual platforms and social media to work, go to school, and stay connected. Future histories of this extraordinary period of change and resilience will draw heavily on the stories and values you preserve today and the days thereafter. This gui...

Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus from their children to a broader group of individuals, such as grandchildren, siblings, and nieces. Often, they choose to create family banks, which are typically trusts that are funded to help individuals pursue entrepreneurial opportunities, vent...

All parents have reasons for why they do or do not share their wealth with their children, and neither option is without challenges. The key for parents is to find the balance between sharing everything and sharing nothing while also passing along the skills required to ensure their children become responsible inheritors and/or beneficiaries. ...

As startup companies in the cloud, internet, and technology industry grow, they must balance resources between innovating products and services and building their businesses. The BPM Business Ownership Transition sat down with the San Francisco Business Times to discuss the nuts and bolts of value creation for startups. Listen in for more about the...

The deep knowledge and bone-deep pride of business ownership that keep a successful business thriving do not automatically trickle down to later generations. An investment in education is often required. Knowing the story of the family enterprise is one tool for helping younger family members learn from the past, engage the present, and make their ...

This handbook is designed to support families connected through wealth understand the importance and value of family meetings. It provides the concepts, tools, and resources with the intention of helping them optimize their family meetings and build towards a more cohesive, resilient, adaptive family.

Stories that are passed down from generation to generation are a way to create a family legacy that will be remembered long after we are gone. These stories are precious in understanding who we are and where we came from. Too often, the people who hold the keys to family stories lose details to memory loss or pass away before their histories can be...

Taking cues from entrepreneurs, families with great financial wealth would be well-served to create environments where their children can fail and in doing so, learn invaluable lessons about finance and resilience. While the older generations may set the tone by sharing their own stories about overcoming adversity, the rising generations will learn...

Research tells us communication is the most essential ingredient for sustaining wealth across generations. But, cross-generational communication can be particularly challenging, especially within families of wealth. Each generation’s habits, beliefs, and ideals are influenced by very different experiences, traditions, and societal norms. So how do ...

The number and scope of women-owned businesses have risen at an unprecedented rate. In an era of new opportunities, this paper profiles eight courageous and resilient women who share their personal stories and the lessons they learned building successful businesses. One theme that emerged from these women’s stories was the critical role of mentorsh...

The United States is home to tens of thousands of family foundations that have and continue to make positive contributions to society. It’s also not uncommon for the foundations’ boards of directors to play a leading role. Reflecting on the philanthropic journey and the family engagement and ties at the heart of it, here are seven profiles that pre...

When it comes to reaching your family’s financial objectives and perpetuating its wealth, integrated family wealth planning is critical. A family governance system can significantly facilitate that process. This evergreen guide offers best practices and key elements of an effective family governance system, one that can be instrumental and flexible...

Wealth transfer planning is a dynamic process influenced by evolving tax laws, economic shifts, and family priorities. This session explores key decision points through the lens of past, present, and future considerations, helping you anticipate possible changes like the estate tax exemption sunsetting at the end of the 2025. We’ll examine the s...

In today’s rapidly evolving landscape, multigenerational families face unique challenges and opportunities that demand thoughtful strategy, robust governance, and the effective utilization of private family capital. This webcast will delve into the essential pillars that enable families to thrive over the long term: mastering complexity, building r...

Join us for an inspiring an interactive webcast as we explore the value of family heritage and traditions, emphasizing the role of storytelling in preserving family legacies. Participants will learn how to connect with past generations through shared stories, anecdotes, and family artifacts. Key topics include uncovering lost wisdom, with interacti...