For the Family Office Investment Governance Models from Chapter 8 on Investment Management and the Family Office referenced in the PowerPoint slides, click here.

Chapter 11, "Governance Issues for the Family Office," provides direction on boards, independent directors, advisory boards, responsibility and accountability, involving the next generation, and more. It also explores governance and family, the decision-making process for families, and why involvement and participation are keys to strong family governance. Family governance structures such as family councils, family constitutions, and the Kettering Family Governance Case Study are described. Click here to purchase the book.

Drawing on their forty years of leadership research, this book offers three powerful habits that will help people and teams do what matters most. These three high-performance habits are developing a written personal vision, identifying and setting Roles and Goals, and consistently doing Pre-week Planning. People who live these three habits can increase productivity by at least 30 to 50 percent, while reducing stress. For organizations, this means higher profits, happier employees, and increased innovation. For individuals, it means better physical and mental health, stronger relationships, and a greater sense of peace and balance. Click here to purchase the book.

Read "How to Succeed by Really Trying," an article that discusses common succession pitfalls of family office governance and decision-making. The article provides constructive guidance on four keys to successfully implementing long-lasting governance changes including 1) commitment, 2) communication, 3) champions, and 4) culture change. The succession checklist is a helpful tool to consider the steps and processes for successful succession.

Preston Root - Building Continuity Across Generations (21 Minutes)

Keeping to your family's heritage and values is one of the largest challenges faced by multigenerational family businesses. How do you honor your heritage while continuing to evolve as a business with multiple family units?

Host Kirby Rosplock, Ph.D., sits down with Preston Root, a member of the 121-year-old Root Family, to discuss how to continually build bridges and continuity among individuals across multiple generations and touch on a few things that have been effective for them in keeping their family together.

Family Office Culture and Identity - Jill Barber (30 Minutes)

Before engaging in strategic planning for a family office, understanding its culture and identity is paramount. These two pillars of an office influence how a family moves towards its future goals and vision for the family offices.  

Host Kirby Rosplock, Ph.D., sits down with Jill Barber, President of CYMI Holdings, to discuss how to align with the family’s values, why being intentional with office culture matters, and tips for improving current identity and office culture.

Tamarind Learning's Wealth in Focus newsletter highlights industry thought leadership on everything family wealth, from governance to philanthropy to family office leadership (see below for our May feature on family offices). View our past newsletters here.