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Looking down on planet Earth from space radically shifts one’s perception of our world and our place within it. After witnessing our planet’s thin, brilliant blue line of atmosphere against the stark blackness of space, astronauts return home to engage more deeply in solving our social and environmental challenges. Join us to learn about a new way ...

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...

When it comes to international travel, high-net-worth individuals and their families can be at a particular risk: They have the danger of kidnapping and extortion, threats to their physical safety, and a hit to finances. The challenges have also multiplied since COVID, presenting not only health risks to travelers but political instability unseen i...

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...

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...

As a successful family, your unique lifestyle can create unique challenges while traveling around the world. The next time you travel, there are five key areas to consider that can help keep you, your family, and your belongings safe while you are away.

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...

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...

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 ...

The more you know about yourself, the better your relationships will be—including with money. In this issue, we celebrate two people who are harnessing their experiences and expertise to help others understand the emotional side of money. From a conversation with Jennifer Risher on breaking the money taboo, to Stan Treger, a behavioral scientist, u...

Women’s growing economic influence across all generations has been one of the most significant shifts within our economy across recent decades. While this new dynamic represents great progress, many women lack confidence when it comes to investing. To help change this mindset, this issue focuses on sharing stories that lead by experience to build c...

With more women contributing to meaningful roles in the finance industry, there’s more equity in the future of private equity. In this panel discussion, four impactful women share their experiences in private equity and how women can thrive in this industry. Their valuable insights on leadership, practical advice, and inspiring stories will help wi...