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Families are working hard to juggle the competing demands of family and enterprise. This session explore s a multitude of dynamics coming at both systems simultaneously: generational shifts happening faster and with greater consequence; AI and climate change—both with the potential to alter the human experience; the rise of women’s wealth ownership...

Emerging from the shadows is the increasing number of women in the workforce, and it marks one of the most significant changes in economies throughout the world in the last 40 years. This report—the second in a series of four on family business succession—takes an up-close look at the demographic shifts that are changing the role of women in f...

Many families are not aware of important legal issues that affect their 18 – 21-year-old children. Parents are often so focused on the fact that the drinking age is 21 that they do not realize that their 18-year-olds are, for most other purposes, adults in the eyes of the law. Parents no longer have the same access to information or control over th...

During this two-part webinar presentation on private foundation succession planning, insights and planning tools are outlined and discussed to help the next generation of decision making. While there are different approaches to succession planning, knowing the donor intention is essential. Other planning elements and considerations include a missio...

Conventional investing is all about diversification and maximizing returns. While both of these are still fundamental, some investors also want to use their economic influence to drive meaningful change. As these investors make financial decisions informed by both heart and mind, traditional barriers between making money and making a difference are...

Join us for an insightful session on women in wealth and the pivotal role women play in the family office and wealth management space. This panel will explore the unique perspectives women bring to the industry, while addressing their challenges and opportunities for growth. Amy Hart Clyne, Chief Knowledge & Learning Office...

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...

Everyone has a relationship with money. However, money itself is neutral as a tool used to get what you need and want. And yet it impacts nearly every aspect of life, beginning with how parents teach their children about money. From this view, there’s also a need to recognize its resulting effect. While money is powerful, you are in charge of that ...

All parents have reasons for why they do or do not share their wealth with their children, and neither option is without challenges. The key for parents is to find the balance between sharing everything and sharing nothing while also passing along the skills required to ensure their children become responsible inheritors and/or beneficiaries. ...

As parents, you hope your kids will become safe and courteous drivers. But, it will not happen on its own. Learn the 10 things you can do to help them become safe drivers.

The number and scope of women-owned businesses have risen at an unprecedented rate. In an era of new opportunities, this paper profiles eight courageous and resilient women who share their personal stories and the lessons they learned building successful businesses. One theme that emerged from these women’s stories was the critical role of mentorsh...

The United States is home to tens of thousands of family foundations that have and continue to make positive contributions to society. It’s also not uncommon for the foundations’ boards of directors to play a leading role. Reflecting on the philanthropic journey and the family engagement and ties at the heart of it, here are seven profiles that pre...

Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy access to information through search engines, and dramatically different expectations call for creative ways for families to raise financially mindful c...

Statistics show that teenagers are more likely than any other age group to be in an automobile accident. In several tragic incidents, the use of a cell phone was involved. Some accidents, however, simply reflected the teenagers’ lack of driving experience. As a parent, you can help your teenager become a safe and skilled driver by setting a good ex...

While there are good resources to help family foundation boards identify common and effective practices in each area of governance-related questions, this guide by the National Center for Family Philanthropy focuses less on the outcomes and more on ensuring that all of the issues are considered for building the board your foundation deserves. Used ...