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4 results found
Learning Strategies to Engage and Empower the Rising Gen
Publish Date:
Aug 15 2018

What can I do to raise productive, responsible, generous and prepared inheritors or owners? How do I get the rising generation to get involved and engaged in learning so they are ready for their future roles and responsibilities? How do we create programs and a curriculum that everyone will find valuable taking into consideration their different ag...

Should We Have a Virtual Family Meeting?
Publish Date:
May 19 2020

Even when there's social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. While connecting through technology can’t fully replace the experience of meeting in person as a family, you can make the experience more intimate. This report will help you organize and conduct a virtu...

An Introduction to Family Offices
Publish Date:
Oct 05 2016

With the dramatic expansion of family wealth in the United States and around the world, family offices are a growing part of the global financial landscape. Depending on the family’s mission, service needs, professional skill set of individual family members, and their existing advisor network, a family office may be appropriate. While every family...

Giving Wisely: How to Foster Flourishing Over Entitlement
Publish Date:
Apr 12 2017

One of the most common concerns families have revolves around how to share wealth with family members without encouraging entitlement. With forethought and care, giving well and wisely can bring families together and strengthen the bonds between generations. The steps to giving wisely—and fostering flourishing over entitlement—include clarifying yo...