Network - Family Learning

Tolleson Wealth Management
Monday, July 19, 2021

Successfully transferring wealth to the next generation requires healthy and open communication within a family.

Pitcairn
Monday, July 12, 2021

No matter if a family enterprise is establishing an Advisory Board, Fiduciary Board, or Owners Board, considerations must include the roles that family members might play and how best to prepare them for service.

National Center for Family Philanthropy
Friday, July 9, 2021

Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts.

National Center for Family Philanthropy
Wednesday, June 16, 2021

This issue brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods vary appropriately, as conditions and circumstances change.

Schwab Advisor Family Office
Thursday, June 10, 2021

The purpose of this Guide is to provide donors like you with a comprehensive resource—including a giving planner based on the completion of eight decision-point activities—to help maximize the impact of your philanthropic giving.

Ascent Private Capital Management
Tuesday, June 8, 2021

Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and estate planning decisions, the question on whether to have a prenuptial agreement may emerge.

National Center for Family Philanthropy
Thursday, June 3, 2021

Legacy is a fundamental consideration in the practice of effective family philanthropy. It should be embraced and considered regularly, done with intentionality that is born of values and is reflective of the needs of the family, as well as the end beneficiaries.

Ascent Private Capital Management
Thursday, June 3, 2021

While access to the privileges of wealth are a blessing in most instances, it can provide additional challenges in raising appreciative and self-sufficient children. As a parent, you play an integral role in helping your children learn self-sufficiency and financial literacy.

National Center for Family Philanthropy
Thursday, June 3, 2021

Through interviews with dozen of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates

Ascent Private Capital Management
Wednesday, June 2, 2021

Finding a way to facilitate trust, communication, and proper preparation and development of the necessary skill sets of the next generation can be difficult and will vary from family to family. Today, many families are finding answers to these questions through a private family foundation.