STEP – Advising Families Across Generations’ Post

As the great-grandson of Robert Fleming, the man who built the Fleming family business some 150 years ago, Matthew Fleming believe it is a challenge that cannot be met without two things: putting the right governance in place and engaging advisors who are able to provide guidance that goes beyond the technical. Read more in this STEP Journal article from Matthew Fleming from STEP Employer Partner Stonehage Fleming: https://lnkd.in/eXa3QGDW #STEPCPD #FamilyBusiness

On April 10, our Family Office practice chair R. Scott Beach was a panelist on Botoff Consulting’s Family Governance Compensation Report webcast alongside Dennis Jaffe (BanyanGlobal Family Business Advisors) and Trish Botoff. The group discussed key findings from the report, best practices and trends in family governance, and regional differences in governance structure and practice. #familyoffice #familygovernance #DPFamilyOffice

💡 For this week’s 'In the spotlight', thewealthnet spoke to Liz Palmer, Howard Kennedy LLP about the main challenges facing family office services and what the next 12 months might hold. Read more on thewealthnet

Don't just take our word for it. Read what our valued clients have to say about their experience with Jackson & Whitaker. Trust the testimonials of those who have benefited from our expertise and dedication: https://hubs.ly/Q02hBQrZ0 #ClientFeedback #TrustedAdvisor #FinancialJourney

Watch my friend and RSM colleague, @Steve Riddle, discuss strategies to help family offices thrive in a new interview with Family Wealth Alliance. #familyoffice #familyenterprise #operationalexcellence

What’s the difference between data, information and knowledge? Hint: They build on each other. At Hamilton Lane we use data to provide advisors with relevant information so they can turn knowledge into power for their clients. Visit our new Advisor Practice Management portal to learn more: https://lnkd.in/eZ3c7b3A #HLKnowledgeCenter

What’s the difference between data, information and knowledge? Hint: They build on each other. At Hamilton Lane we use data to provide advisors with relevant information so they can turn knowledge into power for their clients. Visit our new Advisor Practice Management portal to learn more: https://lnkd.in/eN7jvens #HLKnowledgeCenter

Is your business family equipped with the right 'internal' policies? In the third installment of our Conflict Webinar series, Josh Baron delves into the pivotal role of governance within your family business. He defines the art of striking a balance between the two extremes of governance, from the improvised approach of "making it up as we go" to the stifling "excessive rules." Once you've established decision-making forums across the "four rooms," as discussed in part 2 of this series, it's time to implement policies and address potential "hot spots," particularly in areas such as: 💰 Finances 📃 Roles 🏠 Shared Properties Stay tuned for part 4, the final chapter of this series, where Baron will share his concluding insights on steering clear of family feuds and conflicts. Thrive for Generations. fambus.org #PFBA #familybusiness #familyowned #familyenterprise #PFBAmembership #familybusinessgrowth #familydynamics #familycohesion

What’s the difference between data, information and knowledge? Hint: They build on each other. At Hamilton Lane we use data to provide advisors with relevant information so they can turn knowledge into power for their clients. Visit our new Advisor Practice Management portal to learn more: https://lnkd.in/ePPfH5jK #HLKnowledgeCenter

The well-being of employees is crucial, especially in the workers' compensation industry. Prioritizing mental health has never been more important than it is now, and I am looking forward to learning more about this topic. #mentalhealth #workerscompensation #wellness