In this presentation, Tom McCullough (CEO of Northwood Family Office) and Keith Whitaker (President of Wise Counsel Research) share the lessons they have learned from creating the book, and what they believe are the book’s biggest takeaways for families of wealth and their advisors.Read More
In this webinar, experienced family business consultant Susan Fulford will speak to the importance of purpose, accountability, culture, communication and conflict resolution to sustain a thriving business and family over, well, centuries!Read More
When the time comes to hand over the reins of their business, most entrepreneurs will opt for passing it onto the next generation. It’s no surprise; keeping the company in the hands of family is much more appealing than giving it to an outsider.Read More
How to unite your family around a common inter-generational legacy without getting stuck in struggle.
In this webinar, Loes Fokker, Curt Cronin and Frank Tobé share tips and examples on how the families we work with have faced challenge and use storytelling for shared goals and legacy.
In this webinar Heidi Vermeer-Quist (Third Generation Family Leader of the Vermeer Corporation), Darla Van Kooten (Family Office Administrator for the Vermeer Family) and Frank Tobé (Head of Marketing and Client Experience) present essential practices on family governance through the use of technology.Read More
All too often, Sandy Loder, founder at AH Loder Advisers, is confronted with next generation members of wealthy families with big dreams, high expectations and a complete lack of skills and experience to work towards them. What can parents, family offices and family businesses do to nurture family talent, properly preparing millennials for a new era of success?Read More
Whether you’re a new family office preparing to pass the reigns to the next generation or you’ve already had many years of succession, the fact remains the same - to stay afloat, you need to adapt.Read More
What makes a resilient family thrive and a sustainable family enterprise strong across the generations? Join this insightful webinar hosted by Alexandre Monnier, president at Family Office Exchange and Frank Tobé, Head of Partnerships & Makrketing at Trusted FamilyRead More
In this webinar, learn from renowned family business advisor, Peter Leach, Partner at Deloitte UK and Edouard Thijssen, CEO & Co-Founder at Trusted Family, the seven essential steps to follow to ensure an efficient succession plan.Read More
The rapid expansion of family offices’ across locations and generations can often affect business success.Read More
Effective communication is essential to streamline a rapidly expanding family office. Using the right office technology could save you time and many headaches.Read More
Trusted Family is the proud recipient of this year's Best Security Solution Award at the Private Asset Management Awards Gala held last week Thursday in New York City.Read More
In this webinar, veteran family business consultant David Bork and Head of Marketing & Partnerships at Trusted Family, Frank Tobé discuss Alignment, Boundaries, Communication and Competency, the four pillars needed to sustain a successful family business.Read More
If the first thing that comes to mind when someone says "family office" is that stuffy room down the hall and a desk piled with everything from tax returns to your son's school reports, it's time to enlarge your business vocabulary.Read More
In this webinar, Professor John A. Davis explores some current trends in corporate governance and discusses how to ensure a high-functioning board for a family business.Read More