Planning for the future

Next-geners may not have family clout to drive ESG investing

More interest but uneven uptake of environmental and socially responsible investing among ultra-high-net-worth investors.

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The Purposeful and Empathic Enterprising Family Leadership Journey: Setting the Table

The Purposeful and Empathic Enterprising Family Leadership Journey: Setting the Table

The adage «Failing to plan is planning to fail» may be applicable to enterprising families. Transforming from a single business founder to a multigenerational enterprising family organization means shifting from an «I» to a «We» leadership mindset. To keep a system of many kin in harmony for many family generations as opposed to just worrying about self can be quite complex. This article aims to seed ideas about the building blocks enabling the pursuit of enterprising family organizational longevity with purpose and empathy.

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Leadership Succession in the Enterprising Family

Why is the Chief Learning and Development Office different from a Family Office? 

How do effective governance and multi-generational leadership influence the longevity of wealth and wellness for your Enterprising Family?

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Forum on Multi-Generational Family Wealth & Leadership

Forum on Multi-Generational Family Wealth & Leadership

The Forum on Multi-Generational Family Wealth & Leadership is an annual meeting of Canadian families of substantial wealth.

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