Network - Family Learning

Onboarding the Next Generation of Family Council Members

Nov 12 2018 - lgochanour@familyoffice.com

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Jill Shipley, Managing Director, Institute for Family Culture – Abbot Downing
Wednesday, August 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?

The Recipe for a Successful Family Meeting

Jul 16 2018 - lgochanour@familyoffice.com

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Infographic: 5 Ways to Prepare the Rising Generation for Leadership

May 02 2018 - jkearns@familyoffice.com

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Jose Peris, Ascent Private Capital Management
Monday, April 2, 2018

Helping your children learn to become financially self-sufficient can be one of the most satisfying jobs of parenthood.

Ten Best Practices for Preparing the Rising Generation

Mar 26 2018 - lgochanour@familyoffice.com

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Brian C. Kelleher, Ballentine Partners
Monday, December 11, 2017

Mentorships are valuable relationships at any age or walk of life. As you begin your career, you may wonder what mentorships are, how they work and where you should look to find a mentor. Mentorships shouldn’t be shrouded in mystery, but there isn’t one accepted guidebook for them either.

John P.C. Duncan, Partner – Kozusko Harris DuncanRichard Johnson, Partner – Waller Lansden Dortch & Davis, LLPJohn Seckman, President – Shoebox Private Trust Company
Wednesday, November 29, 2017

The Beneficiaries Relations Committee (BRC) is the “it” name for the committee person or persons determining trust distributions to the beneficiaries. The BRC, however, is not just making trust distributions; there's more to it.