Network - Family Learning

Mutual Trust Pty Ltd.
Tuesday, July 5, 2016

Poorly structured family meetings that lack a clear purpose and agenda can do more harm than good. Failing to get buy-in from all family members can cause irreparable damage to relationships, despite the best of intentions.

Charles B. Grace, III, Managing Director, Family Office ExchangeJane Flanagan, Director of Family Research, Family Office ExchangeSteven Draper, Senior Technology Consultant, Family Office Exchange
Thursday, April 21, 2016
If you think you may need a family office to manage your family’s wealth, this webinar will help you find out what a family office does and what it takes to start one, as well as an overview of family office technology needs.
Abbot Downing
Tuesday, March 15, 2016

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.

Amy Hart Clyne, Executive Director, Knowledge Center and David F. Toth, Director of Advisor Research – Family Office Exchange
Wednesday, March 2, 2016
Advisors and Family Offices can achieve sustainable engagement and build advocacy with their clients/families by constructing a great client experience.
Monday, February 22, 2016

Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client experience and how to uniquely deliver memorable experiences to their clients.

Abbot Downing
Thursday, February 18, 2016

At some point, most families ask if they should have a family meeting, recognizing the importance of providing a forum for sharing news, concerns, opportunities, and challenges in an open and direct way.

Valle Makoff LLP
Tuesday, November 24, 2015

“Why can’t we all just get along?” If you say that often, perhaps it’s time to find the answer. People who work with successful families know that financial resources, social status, career or educational opportunities and even intact marriages do not guarantee family harmony.

Ernst & Young
Wednesday, August 19, 2015

Today even very young companies are often international — many entrepreneurial ventures are “born global” in terms of their supply chain or customer base.  However, there comes a time when an entrepreneur will decide to make the push into an overseas market in a more formal way, working to establ

Tim Kuppler, Director of Culture & Organization Development and Co-founder –
Wednesday, August 19, 2015

Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices. Learn the family office culture fundamentals that are often overlooked but are the key to effectively deal with problems, challenges and goals across a team.

Kanaly Trust Company
Monday, July 20, 2015

Successfully transferring wealth to your heirs is a challenging but priceless undertaking. It is the result of careful, thoughtful planning and should not be taken lightly. The following article discusses some of the more important things to consider while making these valuable decisions.