1. THE WINTHROP GROUP, INC. INFORMATION & ARCHIVAL SERVICES SYLVIA KOLLAR RICHARD HOBBS 5 NOVEMBER 2010 Family-founded/owned Companies: 2010 Initiative

2.  80% TO 90% OF NORTH AMERICAN BUSINESS ENTERPRISES ARE FAMILY FIRMS*  CONTRIBUTE 64% OF THE GDP*  MORE THAN 30% SURVIVE INTO THE SECOND GENERATION*  TYPICAL FOB DONATES $50,000 ANNUALLY TO PHILANTHROPIC CAUSES** *FAMILY BUSINESS REVIEW, SEPTEMBER 2003 ** MASS MUTUAL/RAYMOND INSTITUTE AMERICAN FAMILY BUSINESS SURVEY, 2003 Statistics

3. SUCCESSION (OWNERSHIP VS. MANAGEMENT) FINANCIAL WEALTH / VALUES Challenges

4.  ADMINISTRATION/FINANCE  OPERATIONS/CUSTOMER FULFILLMENT  SALES  MARKETING Management & Business Planning

5. Strategic Planning  Information Sharing  Knowledge Sharing  Increase Business Opportunities Support Outreach  Strengthen Culture of Organization

6. IDENTIFYING / PRESERVING HISTORICAL SUCCESSES ENSURING CAPTURE OF FAMILY VISION AND VALUES ENGAGING CEO AS IDENTIFIER/PROTECTOR /SPOKESPERSON OF CORPORATE FAMILY VALUES Important Roles for Archives in Family-Owned Businesses

7. New Family New Economy Mobility Values More likely that 2 nd and 3 rd Generation family members will seek the security of the family business* *Family Business Institute Technology Mobility Values Community Family Firm performance is greater and EVA (economic value added) is 5.5% greater when founding families maintain ownership* *MM/RI American Family Business Survey, 2003 New Family / New Economy

8. 1855-1905 WINONA, MN. – LUMBER 1905-1955 SHAREHOLDER – FOREST PRODUCTS COS: WEYERHAUESER, POTLATCH, BOISE. CASCADE 1955-2005 LANOGA; 3 RD LARGEST PRO- BUILDER, SOLD (1/2006) CURRENT: FIN. SVCS.; CAPITAL MGMT.; REAL ESTATE Winthrop Client: Laird Norton Co.

9. NOW 7TH GENERATION FAMILY STATED MISSION TO BE A 14 TH GENERATION FAMILY COMPANY— “FINANCIALLY STRONG, INTELLECTUALLY PROGRESSIVE, AND DEEPLY COMMITTED TO THE WELL BEING OF OUR BUSINESSES, OUR EMPLOYEES, OUR COMMUNITIES AND EACH OTHER” Laird Norton Company MISSION

10. KNOWING EACH OTHER AS FRIENDS IN A COMMON ENTERPRISE BEGINS AT BIRTH AND CONTINUES THROUGHOUT OUR LIVES. THIS BOND IS THE FOUNDATION THAT GIVES US THE FREEDOM TO TAKE OFF AND GROW AS INDIVIDUALS Laid Norton Company: Human Value

11. OUR PHILANTHROPIC ACTIVITIES CONNECT US TO LOCAL AND GLOBAL COMMUNITIES THROUGH OUR EFFORTS TO IMPROVE THE QUALITY OF LIFE OF ALL PEOPLE AND THE HEALTH OF OUR PLANET. WORKING FOR THE BETTERMENT OF FUTURE GENERATIONS ALSO CONNECTS US TO OUR PAST, OUR FOUNDERS, WHO INSTILLED IN THEIR FAMILIES THE VALUE OF GENEROSITY TO OTHERS. Laird Norton Company: Social Value

12. OUR FAMILY HAS INVESTED HEAVILY IN FURTHERING OUR MEMBERS’ INTELLECTUAL GROWTH, EXPERIENTIAL OPPORTUNITIES, AND SKILLS DEVELOPMENT IN ORDER TO PRODUCE SUCCEEDING GENERATIONS OF FAMILY BUSINESS LEADERS Laird Norton Company: Intellectual Value

13. OUR FAMILY HAS INVESTED HEAVILY IN FURTHERING OUR MEMBERS’ INTELLECTUAL GROWTH, EXPERIENTIAL OPPORTUNITIES, AND SKILLS DEVELOPMENT IN ORDER TO PRODUCE SUCCEEDING GENERATIONS OF FAMILY BUSINESS LEADERS Laird Norton Company: Financial Value

14. ANNUAL SUMMIT CHILDREN’S PROGRAM FAMILY PROGRAMS COMMUNICATION PHILANTHROPY Laird Norton: CONNECTIONS

15. NEWSLETTER FAMILY WEBSITE ANNUAL REPORTS: “FAMILY MEMBER TRANSITIONS” QUARTERLY REPORTS (FINANCIAL) ANNUAL MEETING - BUSINESS OVERVIEW Laird Norton: COMMUNICATIONS

16. DRIVEN BY FAMILY IDENTITY – DUAL SHARE COMMON ENTERPRISE, FROM BIRTH TOUCHSTONE/MISSION: FOUNDERS’ VALUES INVESTMENT IN FUTURE LEADERS Laird Norton: CORPORATE CULTURE

17. FOCAL POINT – PIVOT POINT TOOL FOR BUSINESS PERFORMANCE ANALYTICS & ENHANCEMENT DOCUMENT GROWTH OF FINANCIAL CAPITAL RESOURCE FOR MAINTENANCE OF FAMILY VALUES AND CULTURE ASSET: INTELLECTUAL CAPITAL ARCHIVES FROM PASSIVE  ACTIVE WINTHROP ROLE - ARCHIVES

18. STORIES IMAGES RITUALS AND TRADITIONS STORIES & IMAGES FEELING OF MEMBERSHIP SELF-WORTH “RESPONSIBLE OWNER OF CAPITAL” Laird Norton: INTELLECTUAL CAPITAL

19. 1. ANNIVERSARIES 2. GENERATION CHANGE 3. “CRISIS” MISSION -- IDENTITY -- EVOLUTION OPPORTUNITIES