Part of a #FamilyBusiness? Read Deloitte Private’s 2024 Family Enterprise Survey to discover the latest trends and insights—particularly around #SuccessionPlanning. https://lnkd.in/gMxgRxWP
Wendy Diamond’s Post
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See four key takeaways #FamilyBusiness leaders may find beneficial amidst #SuccessionPlanning processes in Deloitte Private’s new Family Enterprise Survey.
2024 Family Enterprise Survey
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As most of us know, finding common ground across generations can be… tricky. From varying tastes in music and fashion to perspectives on social issues, it can be rare when two different generations come to an agreement. Life experiences differ, communication styles evolve, and priorities change. But when it comes to operating a multi-generational family business, the stakes tend to be much higher than whose musical taste reigns supreme. And speaking of family, personal feelings can complicate how business issues and opportunities are addressed. The combination of complicated family ties and generational differences may impact not only business success, but family harmony. In Deloitte Private’s 2024 Family Enterprise Survey, we polled current and next-generation family members to better understand perceptions, plans, and attitudes across multiple dimensions of the family business. From risk and technology opportunities to trust and the confidence to move forward, the results indicated divergence in many areas. Discover how companies and their leaders—from all generations—might reconcile conflicting views. Find out more in the interesting considerations for family businesses moving from one generation into the next one! #DeloittePrivate #FamilyBusiness #NextGen
2024 Family Enterprise Survey
www2.deloitte.com
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Take part in the @STEP Project Global Consortium (SPGC) and @KPMG Private Enterprise 15-minute survey exploring how family legacies can contribute to the long-term performance and growth of family businesses. Share your views: https://lnkd.in/gfinx2DY #familyowned #familylegacy #familybusiness #performance #impact
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Advocate, catalyst, stick rattler and strategist. Also a Senior Marketing and Communications Manager.
This wonderful story is well worth a read. It reminds me how important it is for women (or men for that matter) to hold ourselves to account and be the best example you can be for others. We stand on the shoulders of those before us so it’s important to lift each other higher and make the light inside others burn brighter. For those days when you just don’t feel like it, remember you’re striving for others and taking bold steps forward. So keep sharing your stories and speaking your truth. #equityandinclusion
This is my mother's briefcase. Nearly the only woman in her MBA class. A CFA and CPA, in a time where women were barely trusted to manage the household grocery budget. A secretly brilliant, blonde Betty Boop, who said she was 5'1", but wasn't an inch over 4'11" (using teased hair to make up the difference). She carried this briefcase, with the gold imprint of her initials, as the only woman on the floor in her first job at Ernst and Young. And she carried it as she ran the office of a successful medical practice, and later in founding a financial investment firm. She was incredible. Her briefcase hangs on the wall of my office. Before every tough meeting, after every punch in the gut, through every sideswipe from the world of business, I look over at it, and I sit up a little straighter. 5'3" and a half. And, don't you forget the half. To all the women making it happen today and everyday, and to anyone who needs a little kick in the pants to stand up straighter, this briefcase is for you.
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We connect world-class thinking with real-world know how to deliver a tangible difference for clients where it matters the most. Learn more about how we are supporting clients in our 2023 Impact Report: https://deloi.tt/3rEDnbo #BuildingBetterFutures #ImpactThatMatters #LifeatDeloitte
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Here's to all the women making strides today – may this briefcase inspire you to stand a little taller. #WomenInBusiness #womenempowerment #successmindset
This is my mother's briefcase. Nearly the only woman in her MBA class. A CFA and CPA, in a time where women were barely trusted to manage the household grocery budget. A secretly brilliant, blonde Betty Boop, who said she was 5'1", but wasn't an inch over 4'11" (using teased hair to make up the difference). She carried this briefcase, with the gold imprint of her initials, as the only woman on the floor in her first job at Ernst and Young. And she carried it as she ran the office of a successful medical practice, and later in founding a financial investment firm. She was incredible. Her briefcase hangs on the wall of my office. Before every tough meeting, after every punch in the gut, through every sideswipe from the world of business, I look over at it, and I sit up a little straighter. 5'3" and a half. And, don't you forget the half. To all the women making it happen today and everyday, and to anyone who needs a little kick in the pants to stand up straighter, this briefcase is for you.
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I am pleased to share the release of Deloitte Private’s inaugural Family Office Insights – Global Edition which reveals the Top 10 Family Office Trends of 2024. This comprehensive series is based upon our recent survey of 354 single family offices from around the world between September and December of 2023. These organizations oversee average AUM of US $2.0B with the associated families maintaining an average wealth of US$3.8B. The series identifies the top trends shaping the segment to inform how family office leaders and stakeholders can adapt their short- and long-term strategies to succeed. A few insights include: - Family offices are prioritizing risk management yet expect AUM growth in 2024. - Investments are shifting from public to private equity. - European family offices are shifting their focus more toward sustainable investment in comparison to their counterparts in North America and Asia Pacific. - As family offices expand, they are looking to evolve their business through hiring and outsourcing. - Families are prioritizing forward-thinking succession plans that instill confidence and readiness in the next generation. Join us in exploring these trends and more in this video! https://bit.ly/4bN5qqy #DeloittePrivate #FamilyEnterprise #Succession
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Focused on the Audit, Tax, Financial Advisory and Consulting needs of our clients in New England; brpowers@deloitte.com
Pivotal Moments for Family Enterprises is a series of articles specifically designed to help family-owned businesses prepare for the defining moments that await. Read the full series here: Wendy Diamond #familybusiness #familybusinesses #familygovernance #familyoffice #familyenterprise #raisecapital #successionplanning #leadershiptransition #leadershipdevelopment #longtermincentiveplans #deloitteprivate #deloitteinsights #deloitte #deloittetax https://deloi.tt/3SokN25
Pivotal Moments for Family Enterprises
deloitte.com
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💼 Our latest #BoardMatters research is out, providing a new snapshot into European financial services board composition. The data shows that financial boards have raised the level of tech expertise amongst directors, from 22% of all boards in 2022 to 27% in 2023, as tech skills become one of the key criteria for new director appointments. Read the full story here and share your views in the comments section. ey.com/BoardroomMonitor #EYFinancialServices #ESG #GenderDiversity
Female appointments to European financial services boardrooms fell year-on-year in 2023, amid growing demand for C-suite experience
ey.com
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Get a first-hand look into the pivotal trends influencing the #FutureOfWork with the #HCTrends author team. Watch Deloitte's Human Capital Trends come to life!
Human Capital Trends Videos
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