Family Governance
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A Resource on Choosing a Family Consultant
The process of finding, interviewing, selecting, and working with a consultant concerning family wealth or family enterprise issues is a difficult one for many families. There are few resources in the industry to guide families along the way. This handout, based on extensive experience, helps outline the steps involved and how to navigate toward a successful outcome.
A New Perspective on the Second Generation in Family Enterprises
The second generation (G2) in family enterprises is often maligned or written off as never quite good enough, compared to the dynamic wealth creators in the first generation (G1). A more balanced view of G2 was the subject of an online article in Harvard Business Review by Jim Grubman and Dennis Jaffe. The article provides insight into the importance of G2 in transitioning many family businesses from the dynamic growth in G1 to a more sustainable, family-centered enterprise for future generations.
Understanding Family Enterprise Governance
(opens in new tab)Jim Grubman and Dennis Jaffe worked with the Family Office Association(opens in new tab) on a comprehensive whitepaper, Guiding Governance: Clarifying the Practice of Family Enterprise Governance. Using a Q&A format, Jim and Dennis discuss the importance of developing a family governance plan to assist with effective decision-making and long-term planning.
Contact Me
Dr. Grubman is no longer accepting new consulting engagements with clients. He welcomes correspondence from individuals, advisors, and colleagues exploring the ideas in his books, publications, and presentations.