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5 days ago | 
thefopro.com | Margaret Steen
Laura Pearson, a tax partner and U.S. family enterprise leader with Deloitte, explains the benefits of creating right governance structure for the family office:How should families with different types of family offices think about governance? Every family needs a structured governance framework to provide clarity on what the board’s oversight role is: How does the board’s role align with management’s operating role? This will look different for different family offices.
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5 days ago | 
thefopro.com | Margaret Steen
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
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5 days ago | 
thefopro.com | Margaret Steen
Cyndi Chiaro is general counsel of Miramar Services, Inc., the family office serving descendants of Edward W. Scripps, a newspaper publisher who founded a media empire based in Cleveland in 1878. She talks about family education, engagement and philanthropy:How has the family office’s approach to family education changed during the years you have been there? When I started 14 years ago, the office was very small.
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1 week ago | 
gsb.stanford.edu | Margaret Steen
Celebrating its 25th anniversary, the Center for Social Innovation at Stanford Graduate School of Business supports students working to solve social and environmental problems. This year, CSI is honoring five graduating students with Stanford Impact Leader (SIL) prizes in recognition of their work addressing impact-based challenges.
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1 week ago | 
gsb.stanford.edu | Margaret Steen
The Stanford Impact Founder (SIF) program gives fellowships to graduating advanced degree students who plan to start high-impact ventures addressing social and environmental problems. The awards recognize both the goals of the ventures and the leadership potential of the graduates who will lead them. This year, 10 SIF fellows were selected, in addition to eight SIF prize awardees.
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2 weeks ago | 
thefopro.com | Margaret Steen
Judy Lin Walsh is a partner at BanyanGlobal Family Business Advisors, which helps families that own significant assets navigate generational transitions. One key question families need to answer is why — or even whether — they want to continue to own the assets together. She talks about how families answer this question:How can family office professionals help families decide during a generational transition whether they want to keep investing together?
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2 weeks ago | 
thefopro.com | Margaret Steen
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
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2 weeks ago | 
thefopro.com | Margaret Steen
Mary K. Duke is an independent advisor to families, founder of High Road Advisors and a member of several family office boards, both fiduciary and advisory. She and Joshua Nacht, Ph.D., principal consultant with The Family Business Consulting Group, offer perspectives on family office boards — why they’re important, who should be on them and how to set them up: Why should family offices have a board?
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2 weeks ago | 
thefopro.com | Margaret Steen
How can investments in operations help a family office operate more smoothly? Matthew Espinosa is a senior investment operations manager at Ford Estates, a single-family office based in Detroit that was established more than 65 years ago. He talks about what he has learned about technology for the family office:What is your role at Ford Estates, and what led you to this work? When I was recruited to Ford Estates back in 2018, I had overseen many significant technology implementations.
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2 weeks ago | 
thefopro.com | Margaret Steen
How can a high-functioning board help a family office? Laura Pearson, tax partner and U.S. family enterprise leader with Deloitte, discusses the ways boards can drive family office strategy:How many family offices have boards, and what do they do? Most have some sort of board in place, but they vary in sophistication and vision — and in how involved they are in driving strategy, as opposed to just being a fiduciary.
