Chicago Financial lets rising gen join investment committee, no vote
Josh Kanter says participants get no initial vote, as family offices use committee seats and a family-funded nonprofit to teach younger relatives.
Family governance planning often takes longer than the tax work, Ghazi says
The Ashurst Perkins Coie partner puts an ideal pre-liquidity runway at three to five years, with one to two still productive, and says the governance item is the one without an external trigger.
Oct 7