Integrating the Rising Generation: Drafting and Design For Cohesion Among Purpose, Structure and Operational Governance When Planning the Estate
In this week’s edition of FFI Practitioner, William Kambas of Withers and Amy Szostak of Northern Trust explore how estate-planning structures can help prepare rising-generation family members to understand, participate in, and eventually steward shared assets.
Minding the Gap: How Advisors Empower Founders to Address Transition
Drawing on survey findings and the experiences of hundreds of family enterprise advisors, Dennis Jaffe and Chris Graves examine the psychological, relational, and practical barriers that often stall transition planning.
Stop Calling It Succession: How Language Is Sabotaging Family Enterprise Transitions
How we frame family enterprise transitions matters. In this thought-provoking article, Jean Meeks-Koch argues that the language commonly used by advisors—particularly the term succession—may inadvertently create resistance among founders by signaling loss, replacement, and diminished relevance.