Network - Family Learning

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.  

Edouard Thijssen, Co-founder – Trusted Family
Wednesday, May 20, 2015
Effective communication and cohesion are critical to long-term family success. Family meetings are most successful when they are part of a larger communication strategy.
Friday, May 8, 2015

There are no easy answers when it comes to prenuptial agreements, but understanding the fundamentals will help ensure that the agreement is ultimately fair to all parties, achieves the family’s objectives, and will withstand any future challenge.

Brian Broderick, Partner, Hemenway & Barnes, LLP
Wednesday, April 15, 2015

How and when should wealthy parents educate their children about their assets and potential trusts? Having “The Talk” about wealth is a topic that provokes uncertainty and delay. Avoiding the exchange, however, only compounds the difficulties.

Amy Hart Clyne, Executive Director –  Family Office Exchange
Wednesday, February 25, 2015

Amy Hart Clyne identified five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family.

Family Office Exchange
Wednesday, January 14, 2015

Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities to their relationships with their most trusted advisors.

Monday, October 20, 2014

One of the things we’ve learned is that a family contract can be a valuable tool to help families build trust and avoid conflicts. We’ve also found that for a contract to work well, everyone who signs the contract should have a say in how the contract is written.

Dr. Richard Orlando, Founder & CEO – Legacy Capitals
Wednesday, October 15, 2014
There is a great deal of focus on preparing the next generation, however often misguided on how to do this.  In this webinar, attendees will learn:
  • The important questions that must be answered first in order to effectively prepare the next or rising generation
GenSpring Family Offices
Monday, October 13, 2014

Many families of wealth struggle with a fundamental question: Can our wealth be sustained across generations and have a positive impact on those who use it? This article has identified a series of best practices for the successful transfer of multi-generational wealth and believes that f

Kristen Armstrong and Amy Zehnder – Ascent Private Capital Management
Wednesday, September 17, 2014

Developing great family leaders is a process, not an event. Leadership success is often measured by knowledge, skills and abilities coming together at critical times.