Network - Family Learning

KPMG
Wednesday, December 1, 2021

The way individuals are approaching philanthropy has evolved in recent years, with philanthropists taking the very best of the corporate world and adding more rigor and measurement to how they give back to social causes, reprioritizing how and where they invest, and going beyond financial contrib

RSM US
Friday, November 5, 2021

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.

National Center for Family Philanthropy
Monday, October 11, 2021

In this guide, Janice Simsohn Shaw shares tips for running a smooth meeting, based on the close consideration of the purpose, outcomes, process, and people involved.

Truist
Monday, September 20, 2021

Successful wealth management can be positive and transformative for those who benefit from the wealth. However, in order to embrace these benefits, wealth management must extend beyond the private wealth.

Willow Street Group
Monday, August 30, 2021

Often, families execute wealth transfer planning strategies without fully considering what wealth and family legacy means to them—particularly the importance of defining and sharing their associated social, economic, and philanthropic values.

Warner Norcross + Judd
Thursday, August 19, 2021

Many successful families have put their shared values and goals in writing, often called a family constitution. A constitution can help build family unity and harmony, and the creation process itself provides benefits to the family.

National Center for Family Philanthropy
Monday, August 9, 2021

Just as government and businesses require sound governance to do their work well, so too do families—and their philanthropy.

Northern Trust
Wednesday, August 4, 2021

Departing for college is a major life event for both students and their families. While last year brought unprecedented challenges, this year is a new, different frontier where the college experience may include virtual learning, in-person learning or a combination of both.

Willow Street Group
Thursday, July 29, 2021

As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on the needs, wishes, and preferences of the family members.

Tolleson Wealth Management
Monday, July 26, 2021

Although the events of 2020 were unexpected and hard to prepare for, having conversations about processes and learning to practice decision-making with your family can help when crisis strikes.