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.
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.
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.
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.
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.
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.
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.
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.