Network - Family Learning

Optimizing Your Leadership in Your SFO in Turbulent Times

Apr 03 2020 - lgochanour@familyoffice.com

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Rockefeller Philanthropy Advisors
Wednesday, March 25, 2020

This brief guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors—individuals, couples, families, or groups. It offers an overview of issues that philanthropists may want to consider as they create their own giving strategies.

Hemenway & Barnes
Thursday, May 14, 2020

The impact of COVID-19 on our communities is only just starting to come into focus. No matter what happens from here, the damage will be dramatic. Many nonprofits that have not traditionally made grants to individuals are asking if they can do so, and how.

Craig Witcher - Family Office Services, BDO USA LLP
Wednesday, March 18, 2020

Many families have an interest in, and questions about, developing financial literacy in their rising generations. Financial skills and knowledge can be taught and reinforced through experiential learning.

BDO
Thursday, March 12, 2020

Unfortunately, the data supports there is truth behind the “shirtsleeves to shirtsleeves in three generations” proverb.

Boston Private
Thursday, March 5, 2020

Educating children about money, wealth, and financial planning is a critical step in helping them build their futures.

Pitcairn
Tuesday, February 11, 2020

Open dialogue between parents and children and, specifically, the creation of a family contract can promote responsible use of digital devices. With the help of a discussion guide and a sample contract, families can learn to prepare a contract that works for them.

Overview

National Center for Family Philanthropy
Monday, February 3, 2020

What does it mean for a family funder to share and shift power?

Kathi Ann Brown, Milestones Historical Consultants
Thursday, September 16, 2021

Passing down family stories can help rising generations understand and embrace their roles in the family enterprise. This is when crafting the family story becomes essential.