Networks - Rising Gen

Parametric
Thursday, July 29, 2021

Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and inclusion. With this shift in mindset, the momentum demanding real action is gaining strength.

Willow Street Group
Thursday, July 29, 2021

As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on the needs, wishes, and preferences of the family members.

Tolleson Wealth Management
Monday, July 19, 2021

Successfully transferring wealth to the next generation requires healthy and open communication within a family.

Parametric
Thursday, July 15, 2021

With an ever-growing number of investors looking to incorporate their environmental, social, and governance (ESG) principles into their portfolios, responsible investing is no longer a niche investment approach—it’s mainstream.

Pitcairn
Monday, July 12, 2021

No matter if a family enterprise is establishing an Advisory Board, Fiduciary Board, or Owners Board, considerations must include the roles that family members might play and how best to prepare them for service.

National Center for Family Philanthropy
Friday, July 9, 2021

Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts.

UMB Family Wealth
Wednesday, June 16, 2021

If you’ve decided to purchase a home, whether you are a first-time homebuyer or you’ve purchased before, you need to familiarize yourself with the homebuying process. Once you understand the steps and know what to ask, buying a home can be a seamless and rewarding experience.

National Center for Family Philanthropy
Wednesday, June 16, 2021

This issue brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods vary appropriately, as conditions and circumstances change.

Schwab Advisor Family Office
Thursday, June 10, 2021

The purpose of this Guide is to provide donors like you with a comprehensive resource—including a giving planner based on the completion of eight decision-point activities—to help maximize the impact of your philanthropic giving.

Ascent Private Capital Management
Tuesday, June 8, 2021

Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and estate planning decisions, the question on whether to have a prenuptial agreement may emerge.