Succession in families and the value of history

Mark PetersenFamily Systems, Leadership, Succession

As we turn our attention this weekend to the coronation of King Charles III of Canada, I’ll be attending a garden party at the home of dear clients. I read an article this morning which roots this moment into our historical reality as a nation: King Charles is as Canadian as maple syrup. It’s a great article written by an … Read More

Family dynamics in foundations

Mark PetersenFamily Systems

In my research on succession in family foundations, I came across an excellent resource by Kelin Gersick called Generations of Giving: Leadership and Continuity in Family Foundations. This 2006 work was commissioned by the National Center for Family Philanthropy as the first-ever social science study of the organizational life and development of family foundations. The study focused on thirty family foundations … Read More