Ownership of a family enterprise is a dynamic and complex undertaking as well as an ongoing topic of research and debate within the family enterprise advisory field. In this week’s FFI Practitioner, we highlight three elements of ownership – succession, structure, and strategies — addressed in recent editions.

Ownership Succession

“Expanding the Three-Circle Model to Include Employees When Evaluating Ownership Succession Alternatives”
by Dan Bayston

“Flexibility is Key to Succession Planning for LGBTQ, Blended Families, Cohabitation, and other Nontraditional Families”
by Matthew Erskine

The Role of Women in Legacy and Estate Planning”
an Interview with Patricia Annino

Ownership Structures

“Primer on Family Trust Beneficiaries: Things to Consider”
by Patricia Angus

“The B Corp: A global values framework for the family enterprise”
by Brett Coffman

“Trust Owned Family Enterprises: Pitfalls and practical suggestions when naming trustees who also serve on Board of Directors: A case study”
by Patricia Annino

Ownership Strategy & Agreements

“Ownership Strategy: The foundation of every family business”
by Ed van de Vijver

“Prenuptial Agreements – Uncomfortable and Necessary”
by Mitzi Perdue