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4 results found
Enhancing Your Expertise: Family Histories | 2022 FOX Wealth Advisor Forum
Publish Date:
May 18 2022

Sharing, documenting, and preserving family narratives are an important part of wealth planning and governance. This session explores how family histories can set a foundation for connection and continuity. Karen McNeill, PhD, Managing Director, Family History, Ascent Private Capital Management of U.S. Bank Moderated by Scott Winget, Enter...

Communicating Across Generations in the Workplace
Publish Date:
Jul 13 2016

For the first time in modern history, four generations are represented in the workforce. Each group has its own distinct characteristics, values and attitudes toward work. These differences can lead to misunderstandings and increased conflict, posing challenges for human resources. In this webinar, we looked at how to tailor communication and train...

How to Elevate Female Role Models in Your Family Story
Publish Date:
Mar 25 2021

Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in the family stories and historical records. With more women taking control of more wealth and the decisions around that wealth, their voices and positions...