Family business leadership teams stepping into this challenging arena should make sure they're fully aware of the best practices that will help them aim for success, along with insights to shape their own succession plans.

Annual family meetings are the perfect opportunity to put risk management front and center. By making risk an agenda item, families can raise awareness, engage all generations, and create a clear action plan for protection. Learn how to turn annual planning conversations into a strategic roadmap for long-term family protection.

At Vermeer, Senior Family Office Manager Aaron Smith is bridging generations through education, family camps and intentional relationship-building — ensuring more than 80 family members stay connected as both the family and business grow. A second-generation nonfamily employee, Smith is turning everyday questions and shared learning moments into a foundation for long-term unity and stewardship.

For 102 years, G4 moving and storage company Imlach Group has shunned complacency, remaining thoughtful and proactive in both the business and family governance.