Philanthropy provides an opportunity to bring the whole family together and connect to the family values.
Resources by: "Video"
Approaching Philanthropy as a Family
It’s important to discuss your family goals in advance to be successful with your family philanthropic efforts.
What Makes a Good Owner Strategy Statement
Description, Depth, Details, Discussion, Decisions, Consensus. Here’s what that looks like.
Implementing Owner Strategy
Your family did the hard work of determining your Owner Strategy. Now what? Use it to guide important strategic decisions.
Case Study: Aligning on What We Value
Christian D’Amour, a third generation family owner, shares how his family worked through their Owner Strategy process.
Owner Strategy Trade-Offs
A good Owner Strategy can help guide owners as they make decisions about what they value most.
The Owner Strategy Triangle
A tool to help owners
decide what they most value: Liquidity, Growth, or Control?
The Power of Family Ownership
The longevity of a family business lies in how its owners understand and exercise their power to make decisions.
Which is the Most Important of the 5 Rights?
Determining what your family values is the “why” to the right governance structure’s “how”.
How is an “Owner Strategy” Different from Business Strategy?
Owner Strategy is different from business strategy. Here’s why your family business needs both.