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
Sidebar
This research report, sponsored by the FFI 2086 Society, hopes to inspire controversial discussions among business families, their advisors, and other stakeholders. The report challenges readers to question their beliefs on how to best support families in their quest to professionalize, looking beyond formal means of professionalization and governance and the development of competent owners in the family enterprise.
