Governance

Laura Pearson, a tax partner and U.S. family enterprise leader with Deloitte, explains the benefits of creating right governance structure for the family office.

A family office board helps families make decisions together, stay transparent, and stay aligned on values. Including independent members and training younger generations strengthens the board, though setting it up takes time and effort.

How can a high-functioning board help a family office? Laura Pearson, tax partner and U.S. family enterprise leader with Deloitte, discusses the ways boards can drive family office strategy.

When and how should families create a constitution? What should that document look like? Avery Fontaine, head of Hawthorn Purpose for multifamily office PNC Private Bank Hawthorn, shares tips for getting it right.

Alicia Gerrits de Sola is a fourth-generation family member and trusted advisor to her family’s El Salvador-based enterprise, Group de Sola. She underscores the importance of structured governance, inclusive decision-making, and maintaining family values to ensure the enterprise's success and adaptability across generations.