Unlocking the Power of Positivity to Become a 100-Year Family with Dennis Jaffe
Publish Date:
Oct 05 2023
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Topics
- Investment Management (1643)
- Macro Trends (1195)
- Family Office (1043)
- Family Office Best Practices (972)
- Trust and Estate Planning (856)
- Risk Management (842)
- Wealth Transfer Strategies (775)
- Insurance Planning and Coverage (729)
- Operating Businesses (631)
- Wealth Management (603)
- Family Learning (437)
- Family Philanthropy (423)
- Client Experience and Expectations (415)
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- Philanthropic Mission and Strategies (382)
- Trustee and Beneficiary Duties (374)
- Technology (309)
- Enterprise Families (192)
- Family Journey (166)
- Human Capital (109)
- Investment Strategies (103)
- Family Life Stages (93)
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- Financial Education (22)
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- Business Resilience and Continuity (10)
- Family Office Benchmarks (10)
- Leadership Skills and Traits (10)
- Ownership Succession and Exit (10)
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- Real Estate (10)
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- Aging and Eldercare (9)
- Board Operating Practices (9)
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- Household Staff Management (9)
- Learning Program Design (9)
- Philanthropic Administration (9)
- Business Values and Purpose (8)
- Crisis Management (8)
- Due Diligence (8)
- Governance Structures (8)
- Philanthropic Investments (8)
- Bookkeeping (7)
- Diversity, Equity, and Inclusion (DEI) (7)
- End-of-Life Planning (7)
- Investment Performance (7)
- Spouses and Non-blood Family (7)
- Strategic Goals and Metrics (7)
- Venture Capital (7)
- Family Charter or Constitution (6)
- Family Identity (6)
- Investment Managers (6)
- Investment Policy Statement (IPS) (6)
- Investment Process (6)
- Parenting and Childcare (6)
- Performance Management (6)
- Policies and Procedures (6)
- Private Trust Company Benefits (6)
- Regulatory Requirements (6)
- Values-Based Philanthropy (6)
- Alternatives (5)
- Blockchain (5)
- Board Compensation (5)
- Conflict Management (5)
- Governance Purpose and Roles (5)
- Health Insurance (5)
- Profits Interests and Management Companies (5)
- Travel and Leisure (5)
- Trustee Selection Process (5)
- Advisor Partnerships (4)
- Alignment of Interests (4)
- Business Vision and Mission (4)
- Donor-Advised Funds (4)
- Employment Policies (4)
- Estate Settlement and Probate (4)
- Investment Committee (4)
- Life Insurance (4)
- Parenting Education (4)
- Shared Ownership and Control (4)
- Social Media Risk (4)
- Board Composition (3)
- Career Coaching and Support (3)
- Document Management (3)
- Foundation Board Roles (3)
- Frontier Investing (3)
- Grantmaking Process (3)
- Leadership Development (3)
- Leadership Management (3)
- Leadership Roles (3)
- Risk Committee (3)
- Board Committees (2)
- Cash Allocation and Vehicles (2)
- Co-Investing (2)
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- Goals-Based Investing (2)
- Leadership Selection (2)
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- Public Securities (2)
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- Board Director Qualifications (1)
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- Knowledge Management (1)
- Management Succession (1)
- Project Management (1)
- Reputation Management (1)
- Shareholder Agreements and Exits (1)
- Voice of the Wealth Owner (1)
- (-) Family Sustainability (21)
- (-) Entrepreneurship and Innovation (13)
Authors/Contributors
- Family Office Exchange (FOX) (4)
- KPMG (3)
- Truist (3)
- Ascent Private Capital Management of U.S. Bank (2)
- BMO Family Office (2)
- The Mutual Trust Pty Ltd (2)
- Armanino (1)
- Bank of America Private Bank (1)
- BanyanGlobal Family Business Advisors (1)
- BDO (1)
- BPM LLP (1)
- Cambridge Associates, LLC (1)
- Family Enterprise Consulting International Group (FECIG) (1)
- Northern Trust (1)
- PwC (1)
- Wilmington Trust (1)
Resource Types
33 results found