Networks - Rising Gen

BNY Mellon Wealth Management
Monday, August 5, 2019

Most family businesses take on the characteristics of their founder or founding family, especially in their formative years.

BNY Mellon Wealth Management
Thursday, August 1, 2019

Thomas Calandra, who is in his mid-twenties, is the owner of Calandra Enterprises. At least that’s how he introduces himself to customers and clients of the bakeries, hotels, and restaurants he runs with his sister, father, uncle, and grandfather.

BNY Mellon Wealth Management
Thursday, July 25, 2019

As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as “for-purpose” institutions that can aid in identifying opportunities across the investment spectrum. This must be more than a rebranding.

Addressing the Complexities of Communication and Family Learning

Jul 17 2019 - lgochanour@familyoffice.com

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Crystal, the Private Client Group of Alliant
Monday, July 15, 2019

After seeing too many festivities ruined by the late arrival of tort lawyers, it’s time to pause the celebration preparation and review how to minimize the risks.

Ascent Private Capital Management
Thursday, July 11, 2019

Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, while also minimizing the unique challenges that occur when navigating the world of wealth.

Northern Trust
Wednesday, July 10, 2019

Talking about wealth is every bit as important as creating a technical wealth plan—if not more so.

Northern Trust
Wednesday, July 3, 2019

Wealthy families usually have extensive shared assets that are designed to grow and be passed down through multiple generations. As the family enterprise grows (family business and/or the family’s other shared wealth), so does the need to enhance the family’s ability to work together.

Northern Trust
Friday, June 28, 2019

Families who successfully navigate the complexity of wealth through multiple generations tend to do things differently.

Rockefeller Philanthropy Advisors
Thursday, June 6, 2019

Philanthropy is changing and evolving more quickly than ever, with new societal challenges, new players, and new strategies. In this time of change, questions of how foundations can optimize their effectiveness are increasingly urgent.