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Family Values & Legacy Tag

Thank you to Dennis Oteng, member of the 2025 Conference Program Committee, for this article about the 360 Legacy Wheel, a model that can help client families consider which resources to share outside of the family and which to protect within the family.

Thanks to Dennis Jaffe and Amy Hart Clyne for this two-part article that draws on their experience working with successful families to create an ongoing value-based culture for the responsible use of wealth across generations.

In this week’s issue of FFI Practitioner, Matthew Erskine considers the ways that a prenuptial agreement can be an effective tool for family enterprises not only to protect family assets, but to articulate their philosophy and vision for the family’s future.