Network - Family Learning

Tuesday, May 25, 2021

In this episode, Amy Hart Clyne and Jay Hughes look past the legal trappings that come with beneficiaries and trustees to unpack the human side to these roles and discuss why so many young people see their trusts as a burden.

Monday, May 24, 2021

The word “wealth” has a complex and illuminating etymology. Amy Hart Clyne and Jay Hughes break down the definition of wealth, and Jay reveals key insights around his work defining the five capitals of wealth.

Monday, May 24, 2021

What makes a family? We’ve all experienced close bonds with people who don’t necessarily share our DNA.

Monday, May 24, 2021

The old proverb “shirtsleeves to shirtsleeves in three generations” illustrating the challenge facing multigenerational families is well-known. It’s been used throughout history, and cultures around the world have similar phrases describing how wealthy families struggle to endure.

Milestones Historical Consultants
Monday, May 3, 2021

History can be a valuable tool for helping families and businesses pass down hard-won wisdom and values to rising generations.

BMO Family Office
Thursday, April 29, 2021

The more we use social media to share updates, pictures and videos with friends and family, the easier it can be for cybercriminals to steal our information. See how you can use social media safely to protect yourself and your private information from cybercriminals.

Tuesday, April 13, 2021

School is never really out of session for investors. Whether dealing with new terms like meme stocks or older ones like tracking error, there can be plenty of confusion around the language of investing.

Hawthorn, PNC Family Wealth
Monday, March 29, 2021

Building children’s resilience requires lifelong learning.

Ascent Private Capital Management of U.S. Bank
Thursday, March 25, 2021

Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in the family stories and historical records.

Warner Norcross + Judd
Tuesday, March 16, 2021

Even if you are not yet ready to share the family's wealth numbers, communicating your intentions to the next generations promotes family harmony and is a best practice for successfully sustaining and transferring family wealth.