The four mobile apps below help make learning important financial concepts fun. Learning Money With Leo! by Royal Bank of Canada adapted from the product website: This app provides parents with a practical and fun way to help teach their children about the concepts and value of money. It uses a variety of inte...
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Examples of Conflicts of Interest Client-owners are charged less for services than other family clients. Multi-family office serves as a conduit for selling other investment products. Questions Wealth Owners Should Ask to Surface Conflicts Do you provide objective oversight for comprehensive financial management&...
In Search of Integrated Solutions The nature and variety of investment alternatives, ever-changing tax laws and rigorous regulatory constraints make the work of managing multigenerational wealth more complex than ever. The common use of the term “wealth advisor” makes it difficult to distinguish between product providers and independent advisors...
There are many resources and games available for teaching children about different aspects of managing money, investing, and philanthropy. Keep the “fun factor” in mind when teaching children about these important concepts. Below are 21 age-appropriate online games that help make learning money management and investment concepts fun. 3-5 year ol...
The Family Board Meeting: You Have 18 Summers to Create Lasting Connection with Your Children Jim Sheils, 2018 adapted description from Amazon.com: If you could do one thing that you knew would dramatically strengthen your family in just a few hours, would you do it? That’s the question posed in this easy-to-follow guide to reconnecting with...
Family Philanthropy Navigator: The Inspirational Guide for Philanthropic Families on Their Giving Journey Peter Vogel, 2020 adapted description from Amazon.com: Philanthropy is an important and highly rewarding way for individuals and families to make a difference in a rapidly changing world. Like the world around us, philanthro...