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Insights from Jennifer

Articles, podcasts, and talks by Jennifer Strom on family offices, governance, ownership, and relationships across generations. Selected publications include work written with fellow family enterprise advisors.

Articles

Family Offices

From Complexity to Clarity: The Family Office Question

A discussion of the family goals and coordination needs that should inform the decision to establish or reshape a family office.

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From Liquidity Event to Lasting Legacy: Building a Family Office Around Shared Values

How a multigenerational family, after a major liquidity event, clarified its shared values before designing its family office, producing a family constitution, stronger governance, and education for the rising generation.

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Ownership and Fairness

When Equal Isn’t Fair in Family Business

An examination of how families define fairness and set expectations when family membership, ownership, and employment carry different responsibilities.

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Rising Generation Purpose

Where Do We Go from Here? Fostering Purpose in the Rising Generation, Both In And Out of the Family Business

A perspective on changing values across generations and the conversations that help families make room for individual interests and ambitions.

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Family Dynamics

Durable Family Harmony: Navigating Family Business Dynamics

An exploration of identity, money, and communication in the pursuit of lasting family harmony.

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Escaping the Vortex: Don’t Let a Challenging Family Member Control Your Orbit

A discussion of how families can address patterns of interaction and authority that allow one relationship to dominate enterprise decisions.

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In the News

Quoted in Business Insider

Speaking about her work with clients, Jennifer told Business Insider: “We are very intentional about not ignoring the family dynamics and actually calling them out. So any past resentments that exist, we get out on the table and say, ‘Okay, despite that, what do we agree to? And what do we want to set up for the future?’”

Podcasts and Webinars

Family Constitutions and Governance: Building Alignment Across Generations

A panel on why governance becomes essential as families grow more complex, and why the process of building alignment often matters more than the document itself.

Bespoke Discipline: Navigating Distribution Policy, Governance, and Family Dynamics in Family Offices

How thoughtful distribution structures can preserve family relationships and long-term legacy as well as financial capital.

Getting Your Family Business Unstuck: How to Break Free from the Past

A conversation about how family stories shape the business, engaged ownership in succession, and why difficult conversations are safer held early than late.

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Durable Family Harmony: Real Life Stories and Solutions

How families build strong relationships while navigating the dynamics of shared business and wealth.

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Where Jennifer Has Spoken

  • YPO Gold Family Office Symposium, Miami — 2024 and 2026: “Navigating Wealth and Values in Family Enterprise” and “The ‘Family’ in ‘Family Office’”
  • Opal Group Endowment & Foundation Forum, 2024 — panel, “Charity Begins at Home: The Role of Philanthropy in Family Office Dynamics”
  • Transitions Conference
  • Industry association events, including the Wine & Spirits Wholesalers of America (WSWA)
  • University family enterprise peer group programs
  • Kellogg School of Management, John L. Ward Center for Family Enterprises — Executive in Residence and Adjunct Lecturer
  • The Mack Podcast — panels on family constitutions and family office distribution policy

Invite Jennifer to Speak

Jennifer speaks to families, family office leaders, and professional advisors on family office purpose, governance, generational transitions, and the relationships that shape shared ownership. Keynotes, moderated conversations, workshops, and family retreats are tailored to each audience.

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