Year-End Tax Planning Considerations for Families with Property Interests in the US
As the end of the year is quickly approaching, this week’s contributor, Matthew Erskine, provides a checklist of tax planning items for family enterprise clients to consider.
Family Charters: Strengthening Bonds and Building Legacy
Thank you to this week’s contributor, Sally Woodford, for her article exploring the many ways a family charter can help provide family enterprise clients with a foundation to strengthen family unity and sustain multigenerational success.
Family Business Leadership 360 Assessments: Case studies on the art of experience and the science of data-driven decision making
Thanks to Doug Gray and FFI Fellow Natalie McVeigh for providing two case studies about how they utilize 360 assessments to provide comprehensive and objective feedback to family business leaders and to evaluate potential next generation successors.
FFI Practitioner: Family Enterprise Communication
Among the most universal topics addressed by advisors is the need to improve communication practices of family enterprise clients.