Network - Family Learning

Infographic: 5 Ways to Prepare the Rising Generation for Leadership

May 02 2018 - jkearns@familyoffice.com

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Ten Best Practices for Preparing the Rising Generation

Mar 26 2018 - lgochanour@familyoffice.com

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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.

National Center for Family Philanthropy
Wednesday, November 15, 2017

The fifth generation of John E. Andrus’s descendants, drawing from nearly 500 Andrus family members, operates with carefully developed governance practices that they believe yield a more effective board—and foundation.

National Center for Family Philanthropy
Tuesday, November 14, 2017

Few, if any, roles are more significant in ensuring a foundation's success than that of the board chair. This may be why many people find assuming this position a daunting project.

Abbot Downing
Wednesday, April 12, 2017

One of the most common concerns families have revolves around how to share wealth with family members without encouraging entitlement. With forethought and care, giving well and wisely can bring families together and strengthen the bonds between generations.

Pitcairn
Monday, February 20, 2017

We are all inspired by successful entrepreneurs, whether they be technological innovators, social problem solvers like Blake Mycoskie, or even entertainers like YoYo Ma, who redefined the world’s perception of a classical musician.

Pitcairn
Monday, October 17, 2016

Finding your voice as an adult is a difficult process for everyone, but can be especially challenging when you grow up in a family of wealth. Perhaps you already control some or all of your inheritance or maybe you soon will.

Gioia Perugini
Thursday, September 29, 2016

The topic of wealth transfer to the next generation has been well documented. Accenture estimated that $30 trillion of financial and nonfinancial assets are ready to shift from baby boomers to their children in North America alone.

Chuck Carroll and Kim Llumiquinga, TFO Phoenix
Thursday, September 29, 2016

While many families are expending effort on important concepts such as improving financial literacy, defining family shared values, and creating family mission statements, such efforts are likely to be lost if families do not first focus on one fundamental aspect of a successful family: Communica