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Stewardship Tag

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.

Succession in family enterprises is rarely just a legal or financial event—it is a test of leadership readiness, legitimacy, and continuity. Increasingly, research suggests that philanthropy can play a meaningful role in meeting these challenges.

Thanks to Marta Widz and Sameh Abadir from IMD for this article based on the Jebsen & Jessen Family Enterprise story, which illustrates how responsible leadership and early awareness can coalesce to pioneer safety, environmental sustainability, and stewardship strategies and thus lead to impactful social innovation.