Rising Generation in the Family Enterprise

Address the responsibilities that come with a business legacy and significant wealth

Explore family business fundamentals when it comes to identity, work dynamics, and owner roles

Balance opportunity and risk while evolving the business portfolio or starting new ventures related to your family enterprise

Engage in difficult conversations with family members, including your elders, as you prepare for the future

Nurture an entrepreneurial mindset across generations

Understand best practices for managing family wealth, from estate planning to ensuring equity across branches of the family

Balance family control with professionalization and growth

Incorporate civic and social responsibility into plans for the future

Members of the rising generation of a family enterprise—including descendants and in-laws—who may or may not be currently involved in managing the family business, family office, or family foundation

Particularly appropriate for: executives raised in business families who are preparing for new leadership roles within their family business, family office for wealth management, or family foundation, or engaging in adjacent entrepreneurial activity

Not appropriate for: current, long-serving CEOs or CFOs of family businesses, family offices, or family foundations; consultants or executives in professional service firms