Deloitte: The Resilient Family Enterprise series (2020)

Beyond business: Unique characteristics of family enterprises that could position them to thrive
By William Chou, Frank Leggio, Andrea Circi, Michelle Osry,
The introductory article in the Resilient Family Enterprise series examines how COVID-19 brings new focus to family business issues like succession planning, values, and purpose, and legacy.

Putting family first in IPO deliberations
By William Chou, Walid Chiniara, Andrea Circi, Wendy Diamond, Michelle Osry, Peter Pagonis
Going public can be a significant departure for family business leaders used to running their own show, and enjoying the benefits of being private.

Your family business: Planning for what’s beyond the horizon
By William Chou, Walid Chiniara, Andrea Circi, Wendy Diamond, Michelle Osry
As companies work to recover from the COVID-19 pandemic, attention will begin to move from an “interim normal” to a “better normal” that capitalizes on their resilience and agility.

Cultivating a post-COVID “workplace”
By William Chou, Walid Chiniara, Andrea Circi, Michelle Osry
The question of what the workplace looks like once the crisis subsides.

Beyond business: Philanthropy and strategic investing
By William Chou, Walid Chiniara, Andrea Circi, Michelle Osry
While family businesses play a vital role in the giving ecosystem, a cascade of developments have prompted a seismic shift in philanthropy and strategic investing this year, accelerating the need to think more carefully and strategically about giving.

Thriving at the intersection of purpose and trust
By William Chou, Frank Leggio, Andrea Circi, Michelle Osry
In recent years, companies across the economic spectrum have increasingly been engaged in a rethink about what drives them beyond making a profit.

The role of governance in family enterprises: Navigating purpose, power and performance
By Walid Chiniara, William Chou, Frank Leggio, Andrea Circi, Michelle Osry
Even during the most stable of times, family enterprises are challenged to balance two simultaneous priorities – the natural progression of the enterprise itself and the evolution of the family.

Posted by Bella Hoang, Managing Associate Editor, Wealth Strategies Journal.

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