Family Business

Family Business

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Family Business
  • The Art and Science of Building a Board That Works for Your Family Business

    A well-structured board is essential for the long-term success of a family business — providing strategic oversight, balancing family interests, and supporting sustainable growth. But what makes a board truly effective in a family business context?
    This session explores the art and science behind...

  • EDGE 2025 - John Galantic: Revelations of a Hired Gun - A CEOs Confidential Guide

    At YPO EDGE Barcelona 2025, John Galantic, CEO of Tod’s Group and a leader behind iconic brands like Chanel, Ferrari, and Bacardi, provides rare insights into the art of leadership, brand-building, and navigating family-owned luxury businesses. Moderated by Rob Frances, this session reveals candi...

  • Stepping Up and Letting Go: Leadership Transitions in Family Enterprises

    Succession is one of the most pivotal and emotionally charged transitions in a family enterprise. For a young leader to step into their role successfully, it requires both their personal growth and the leading generation’s ability to let go with confidence.

    But these transitions don’t happen in ...

  • Wealth Integration: Empowering Spouses to build a Lasting Family Legacy

    Wealth is not just a resource—it's an experience that must be fully understood to unlock its true potential. While it can become a source of joy, freedom, and impact, you must learn to navigate the risks before they burden you. How? We can show you.
    Join us for this informative event that will ta...

  • EDGE 2025 - Franco Gussalli Beretta: The 500-Year-Old Company and the Art of Family Leadership

    Learn the secrets behind how Europe's oldest manufacturer has kept leadership within the family for centuries, and how they are approaching the unique challenge of having too few - as opposed to too many - members of the next generation to pass the company to.

    Key Takeaways:
    - Beretta’s Historic...

  • EDGE 2025 - James Ferragamo: Succession, Heritage, and the Family Business

    Explore how a dedication to education, personal growth, and practical experience laid the groundwork for meeting the challenges of running a family business and how that foundation prepares each generation of the company's leaders.

    Key Takeaways:
    - The Importance of Balance: James Ferragamo says...

  • Leading Through Conflict: Effective Communication Strategies in Family Business

    Family businesses encounter distinct challenges, especially when navigating difficult conversations. Whether relating to succession planning, resolving interpersonal conflicts, or making tough decisions affecting business and family dynamics, these conversations can be emotionally charged and hig...

  • Thriving in the Wild: Fostering Resilience for the Next Generation in Family Business

    What is your vision for the next generation of your family business? Whether they are young or in their 40s, the opportunity to empower their entrepreneurial spirit is always present. Andrew Doust can guide you on the path forward.
     
    Join us for this engaging session with Andrew Doust, founder of...

  • When to Cash Out Family Business Assets & How to Transition to Financial Wealth

    The transition of a global family business to the next generation is complex, involving not only wealth preservation, governance, and succession but also cross-border legal, tax, and cultural challenges.
    Join us for a session with Zac Lucas and Scott Moore. Zac, with over 20 years in internationa...

  • Face the Tough Talks: Navigating Conversations on Your Family Business Journey

    If you frequently find yourself saying, “I can’t believe we’re still having this argument,” now is the time to turn that friction into fuel. In family businesses, ongoing frustrations and conflicts arise from a myriad of issues that wear down and exhaust team members, impeding the company's overa...

  • The Essential Playbook for Family Business Governance: Foundations for Success

    “Family businesses must focus on long-term resilience, preparing the next generation. That’s a different time horizon than quarterly earnings.” Matt Allen

    The amount of information available to business families on governance continues to grow. Despite increased information, families struggle to...

  • The Cross Culture Collision: How Family Business Owners Harmonize Their Experiences

    Each family business springs forth from a cultural tradition that expresses the values, thinking, and behaviors of its homeland. In recent decades, affluent business families also encounter outside cultures as they travel, establish international residences, and especially, send children to other...

  • Wielding governance as a strategic asset for your family business

    Smartly designed governance is often one of the greatest determinants of success when companies are faced with big decisions and challenging opportunities.

    Join us for an exclusive opportunity to focus on building your own high-performing Family Business Board. We will do a deep dive into the mo...

  • Family Business Owners Engagement and Development Approaches that Work

    Engaging owners and future owners, especially those not in the business, is critical for business families. Unfortunately, it is one of the hardest things to get right, but Ben Francois can take it from here.

    Join us for an informational session with Ben Francois, Partner at Banyan Global Family...

  • Using Forum As A Foundation For Strong Families And Family Businesses

    Family businesses are complex entities where the roles of the family, management and ownership can be easily confused. Family governance provides a forum for constructive discussion, problem solving and making decisions about the family as it relates to the business, as well as how the business r...

  • The Family Enterprise and The Future of Work

    Times are changing. That means business enterprises are adapting. How will you evolve your business and ensure it flourishes into a lasting family business?

    Join us in this session as we share cutting-edge research with family business leaders regarding recent trends shaping future work environ...

  • A Journey to Developing an Effective Dividends Policy in Family Business Firms

    Dividends play an important role in rewarding shareholders but must be viewed in the broader context of the shareholders’ various needs and the business’s overall capital requirements.

    In this session, we will discuss the journey of setting your family business dividend policy as the business e...

  • Let's Talk: Phantom Equity Compensation in Family Business

    Phantom stock is a way for family businesses to provide long term incentive compensation to non-family executive employees, thereby enhancing their ability to compete for talent without giving away equity. This discussion will focus on compensation mechanisms within businesses to attract, retain,...

  • Rifts, Divides, and Disconnects: Navigating Family Business Relationships

    Family businesses increasingly face challenges that incite costly rifts, divides, and disconnects. Technology, leadership styles, geographic dispersion, politics, religion, successor choice, pre-nuptial agreements, differing values, and varied mental health philosophies are just some of the preci...

  • Can We Bequeath Values? Writing an Ethical Will

    We strive to give our children all that they want and need to live a productive and fulfilling life. When we’re gone, what will they treasure most from us? Our things? Or our words, our blessings, our guidance, our life lessons, our legacy, our love?

    Steve Leder, the best-selling author of “Fo...

  • Merit and Inherit: Finding Fairness in a Family Business

    One of the most critical questions facing family businesses is how to treat the next generation. They are clearly different from other employees, as current or potential owners of the company, whose wealth and reputation are on the line. On the flip side, most parents rightfully worry that provid...

  • Family Office 101: Building A Future That Will Last For Generations

    What is a family office? Do you need one? How do you determine which type of family office (embedded, single-family, multifamily, virtual) is right for you and what range of services you need?
    In this session, you will learn:

    What is a family office is and why or why not to have one
    A frame...

  • Leveraging The Power Of Single-Family Offices Symposium Series: Session 5

    Private placement life insurance (PPLI) is one of the most effective tools available to the most successful entrepreneurs to help them mitigate taxes on investment gains and address wealth transfer concerns. Using case studies, we will discuss how PPLI can be used to help facilitate a financial d...

  • Leveraging The Power Of Single-Family Offices Symposium Series: Session 4

    Understanding and adapting to the next generation of family members and family office employees is more important than ever as workforces and client interaction continue to adapt and change. We will explore adapting to serve and develop the next gen family members; the family office next gen staf...