FO PRO

6 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.

6 days ago | thefopro.com | Margaret Steen

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6 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.

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?

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.