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Life after family business exit: Where will the road lead next?
November 24, 2021

For many, it’s the culmination of a lifetimes work. You’ve sold your business, the deal has completed and a large amount of cash has landed. Where do you go next?

For many, it’s the culmination of a lifetimes work. You’ve sold your business, the deal has completed and a large amount of cash has landed. Where do you go next?

The five challenges of wealth inheritors
October 8, 2021

Children of wealth must overcome five key challenges to generate a sense of life purpose and a positive and facilitative emotional connection to their money.

Children of wealth must overcome five key challenges to generate a sense of life purpose and a positive and facilitative emotional connection to their money.

Each challenge describes an important aspect of the psychological relationship to the saving, spending, and sharing of wealth. To develop a positive wealth identity, children must resolve conflicts and overcome their vulnerabilities in each area.

Challenge 1: Financial awareness

‘Big shoes to fill’: A next-gen enters the family business
April 29, 2021

When I joined my family company a few years ago, fresh out of college, I was determined to work hard and prove my worth, but always had a “Don’t mess this up” post-it stuck at the back of my head.

When I joined my family company a few years ago, fresh out of college, I was determined to work hard and prove my worth, but always had a “Don’t mess this up” post-it stuck at the back of my head.

Acumen, capital and purpose: Family office private equity insights for 2021
February 16, 2021

Family offices can act as reliable providers of direct company equity and debt funding to successful private businesses who are finding it difficult to find sustainable sources of efficiently priced capital  from institutional providers currently caught up with responding to Covid liquidity requirements for public companies and governmental agencies. 

Family offices can act as reliable providers of direct company equity and debt funding to successful private businesses who are finding it difficult to find sustainable sources of efficiently priced capital  from institutional providers currently caught up with responding to Covid liquidity requirements for public companies and governmental agencies.

How Covid-19 caused a generational revolution in a family business
November 20, 2020

It was family business as usual. Two founding brothers running their enterprise with their four children—two daughters and two sons—in different stages of being groomed to take up important positions. The elders continued to occupy leadership roles and their trusted advisers made sure that the power of decision was always retained by them.

It was family business as usual. Two founding brothers running their enterprise with their four children—two daughters and two sons—in different stages of being groomed to take up important positions. The elders continued to occupy leadership roles and their trusted advisers made sure that the power of decision was always retained by them.

Does your family business need a war room?
October 22, 2020

When in The Godfather—cinema’s most brilliant depiction of a business family—the Corleone family come under attack, they ‘go to the mattresses’, ordering their foot soldiers to move into secret apartments, where they will sleep side-by-side on mattresses and await further instruction. 

When in The Godfather—cinema’s most brilliant depiction of a business family—the Corleone family come under attack, they ‘go to the mattresses’, ordering their foot soldiers to move into secret apartments, where they will sleep side-by-side on mattresses and await further instruction.

Family offices and cross-border succession planning during Covid-19
May 26, 2020

Family offices increasingly have to navigate the complexities of cross-border legal issues: a necessary side-effect of globalisation. The family office will consequently need advisers on issues such as tax, estate planning and regulation that covers all countries in the mix, and advice on succession planning is increasingly featuring high up on the family office to-do list.

Family offices increasingly have to navigate the complexities of cross-border legal issues: a necessary side-effect of globalisation. The family office will consequently need advisers on issues such as tax, estate planning and regulation that covers all countries in the mix, and advice on succession planning is increasingly featuring high up on the family office to-do list.

Giving new meaning to the term “next gen advisory”
July 17, 2018

Much has been written about succession and transition in family enterprise—and much more has been written about the role of the next generation in the company, the family, and in governance. Entire courses and plans for next gen development and education have been created. But what about the next generation of advisers? 

Much has been written about succession and transition in family enterprise—and much more has been written about the role of the next generation in the company, the family, and in governance. Entire courses and plans for next gen development and education have been created.

Global billionaires want philanthropic advice and control
March 2, 2018

Billionaires are growing in numbers and many want philanthropic advice, but public trust in charities has dropped and challenges remain in getting donations to where funds are most needed.

Billionaires are growing in numbers and many want philanthropic advice, but public trust in charities has dropped and challenges remain in getting donations to where funds are most needed.

These were among the international perspectives and trends in philanthropy discussed at the first Philanthropy Programme event for 2018, organised by Philanthropy Impact and the STEP Society.

Need advice? Think twice before you turn to your business adviser
March 1, 2005

Make sure you choose a facilitator or adviser with the right credentials, advise Fredda Herz-Brown and Andrew Keyt. If he is inexperienced in managing family dynamics, you could risk deepening an already underlying emotional conflict

Fredda Herz-Brown  is a managing partner of the Metropolitan Group. andrew keyt  is executive director of the Loyola University Chicago Family Business Center

Make sure you choose a facilitator or adviser with the right credentials, advise  Fredda Herz-Brown and Andrew Keyt. If he is inexperienced in managing family dynamics, you could risk deepening an already underlying emotional conflict

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