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Whether it’s a conversation about money, the role of the beneficiary, what it means to be wealthy, or clarifying values and purpose, families often delay important discussions with kids out of fear, or the rationale they are not ready. Like so many things in life, helping children develop readiness is how we prepare them for the future. With early ...

Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss...

Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialist...

As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms. While much of the CIO’s role is focused on investments and the investment decision-making process, many CIO responsibilities aren’t investment-centric and will impact the long-term su...

Many young adults are looking to increase their knowledge when it comes to managing their inherited wealth. After all, wealth can be a complicated topic—and figuring out what to do with it can be an overwhelming experience. With that in mind, this guide is designed to answer their questions and concerns on the issues related to money, includin...

Whether knowledge is shared around the dinner table or in a boardroom, starting family member education early puts a family office in a strong position to strengthen the family’s legacy. While the education program would likely depend on family characteristics, there are three topics that should be part of the curriculum: basic financial literacy, ...

In moving past the “shirtsleeves to shirtsleeves in three generations” adage, advisors in the family wealth space are emphasizing the importance of the family’s qualitative capitals that go beyond serving only the financial capital goals. This shift has elevated the family client experience and expectations. It’s part of the Wealth 3.0 movement tha...

Beginning with the story of an older brother receiving a credit card to purchase a bike, his sister sets out to learn more about the basics of borrowing. She has seen her parents use credit cards, but the truth was, she didn't really know much about them. Through questions and examples, she explains how it works.

Most teenagers have heard that investing early in life is a way to build wealth over time. They've most likely heard that buying stocks is a common way to invest. In this video, they learn what stocks are and how they are sold and purchased. They will also discover the benefits that stocks offer to investors.

One of the greatest concerns among wealthy parents is that the family’s great fortune might inadvertently lead to misfortune for their children. Raising responsible children in affluence is a life-long task requiring patience and persistence. Like learning to read, financial literacy is a process that is best started in early childhood. Teachable m...

We are in the midst of the greatest transfer of wealth in history paralleled by the greatest creation of wealth. This two-pronged engine of growth is having a massive impact on the Ultra-Wealth business and is transforming the very nature of how providers are serving their clients. During this webcast we will check in on the health of the Ultra-Wea...

When evaluating Family Enterprise Advisors, you need to feel confident in the advisor’s competency, objectivity, and responsiveness to your needs. Giving someone access to the most significant parts of your life can be challenging, which is why following four key tips will help with your advisor selection and choose a trustworthy advisor you can re...

While April may be the official month of financial literacy, investors should commit to staying informed all year round. Whether dealing with terms like meme stocks (stocks that typically trade on hype instead of fundamentals) or older ones like tracking error, there can be plenty of confusion around the language of investing. For both new and expe...

Coming into financial independence and taking on more responsibilities for your own income and spending is both a liberating and intimidating experience. To help navigate some of the most important and common financial and investment decisions, a collection of articles is provided for guidance. The goal is to help break down complicated concep...

There are many resources and games available for teaching children about different aspects of managing money, investing, and philanthropy. Starting financial literacy education with children and teens will be more successful when you make the activity fun, connected to their life stage and related to current interests. This includes gamifying learn...