Network - Family Learning

The Recipe for a Successful Family Meeting

Jul 16 2018 - lgochanour@familyoffice.com

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Infographic: 5 Ways to Prepare the Rising Generation for Leadership

May 02 2018 - jkearns@familyoffice.com

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Jose Peris, Ascent Private Capital Management
Monday, April 2, 2018

Helping your children learn to become financially self-sufficient can be one of the most satisfying jobs of parenthood.

Ten Best Practices for Preparing the Rising Generation

Mar 26 2018 - lgochanour@familyoffice.com

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Brian C. Kelleher, Ballentine Partners
Monday, December 11, 2017

Mentorships are valuable relationships at any age or walk of life. As you begin your career, you may wonder what mentorships are, how they work and where you should look to find a mentor. Mentorships shouldn’t be shrouded in mystery, but there isn’t one accepted guidebook for them either.

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.

Surdna Foundation and Center for Effective Philanthropy
Wednesday, November 15, 2017

When John E. Andrus established the Surdna Foundation in 1917, he probably did not imagine the ways in which his descendants would engage with one another as leaders and stewards to steer the foundation’s efforts to foster sustainable communities guided by principles of social justice.

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.

Steve Gravenkemper, Ph.D., Plante Moran
Wednesday, September 27, 2017

As individuals progress in their careers, success becomes tied more to their ability to collaborate, engage, and mobilize others than on the individual skills and abilities that may have fueled early-career advancement.

Susan Gell Meyers, Warner Norcross & Judd
Tuesday, September 26, 2017

If you are wondering how it is possible that everyone in your family is offering an excuse for missing the family meeting date, then it is time for some new ideas or approaches to turn these meetings into events that no one wants to miss. How?