Network - Family Learning

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.

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 & Kim Llumiquinga
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

Jeff Steiner and Sarah Nader
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.