Vimeo
LinkedIn
Instagram
Share |

legacy

January 1, 2007

It’s all very well jotting down a few vague words as a values statement, but the ultimate challenge is to make them real. Dennis Jaffe offers some helpful tips for business families who want their business to grow from a realistic, rather than an idealistic, set of core values

Dennis Jaffe is a founding partner of Relative Solutions.

It's all very well jotting down a few vague words as a values statement, but the ultimate challenge is to make them real. Dennis Jaffe offers some helpful tips for business families who want their business to grow from a realistic, rather than an idealistic, set of core values

May 1, 2006

Charles Lowenhaupt explains how US families can use ‘dynasty trusts’ to ensure their business and financial legacy lives on beyond their generation – but the real key is finding the right trustee wealth steward to manage the assets beyond the benficiaries’ lifetime

Charles A Lowenhaupt is chairman and CEO of Lowenhaupt Global Advisors, a North American family office. Charles will be speaking at Campden Conferences' European Family Office Conference in London.

Charles Lowenhaupt explains how US families can use 'dynasty trusts' to ensure their business and financial legacy lives on beyond their generation – but the real key is finding the right trustee wealth steward to manage the assets beyond the benficiaries' lifetime

March 1, 2006

The transition into a subsequent generation is not always as smooth as one would like. Each generation has its own agenda whether it be achieving their individual dreams or taking a step back from the family business. Barbara Murray discusses five separate experiences

Barbara Murray is director of Family Business Solutions UK.

The transition into a subsequent generation is not always as smooth as one would like. Each generation has its own agenda whether it be achieving their individual dreams or taking a step back from the family business. Barbara Murray discusses five separate experiences

September 1, 2005

Family businesses come with huge behavioural and strategic legacies. An effective way of protecting them and allowing them to change and develop is to enshrine certain details in a constitution. Dennis Jaffe looks at the useful outcomes of such a document

Dennis Jaffe is a founding member of the Aspen Family Business Group. www.aspenfamilybusiness.com

Family businesses come with huge behavioural and strategic legacies. An effective way of protecting them and allowing them to change and develop is to enshrine certain details in a constitution. Dennis Jaffe looks at the useful outcomes of such a document

September 1, 2004

Choosing between legacy and liquidity

Peter Munro, CEO of Turner-Munro International, a large family-owned furniture manufacturer, finds himself at a crossroads shortly after the death of his long-time business partner. Should he sell the business or keep it in the family?

Peter, age 69, never imagined that he might consider selling the business that he and his partner Lawrence Turner founded nearly 40 years ago. Childhood friends, Peter and Lawrence became business partners in their late 20s. Together, they built a sizeable, profitable company, one of the largest furniture manufacturers in the region.

January 1, 2004

When their 45-year old father, Frank, founded his tool and die business he had hoped only for enough business to be able to provide for himself, his wife and their two boys, Roger and Alex.

When their 45-year old father, Frank, founded his tool and die business he had hoped only for enough business to be able to provide for himself, his wife and their two boys, Roger and Alex. Roger, the eldest, began working with his dad first and his high energy and natural sales skills helped grow the business beyond its humble entrepreneurial roots. As the spitting image of his father, Roger believed that he was the only choice to succeed his father, the founder, as the rightful leader of the company.

Click here >>
Close