Networks - Rising Gen

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.

National Center for Family Philanthropy
Thursday, June 3, 2021

Legacy is a fundamental consideration in the practice of effective family philanthropy. It should be embraced and considered regularly, done with intentionality that is born of values and is reflective of the needs of the family, as well as the end beneficiaries.

Ascent Private Capital Management
Thursday, June 3, 2021

While access to the privileges of wealth are a blessing in most instances, it can provide additional challenges in raising appreciative and self-sufficient children. As a parent, you play an integral role in helping your children learn self-sufficiency and financial literacy.