Networks - Rising Gen

Fiduciary Trust Company
Thursday, October 11, 2018

Charitable giving in the U.S. has grown to record levels in recent years, and donor-advised funds (DAFs) account for nearly 10% of all U.S. charitable giving.

BMO Family Office
Thursday, September 27, 2018

Creativity, patience, tolerance, and “flexibility” are the keys to planning, holding, and advancing Family Meetings.

Jamie Yuenger, StoryKeep
Wednesday, September 26, 2018

The importance of connecting with your children, whether they are ten years old or sixty years old, never diminishes. The investment you make in them comes back ten-fold in the family office setting and in innumerable, intangible ways in your life with them.

CTC | myCFO
Monday, September 24, 2018

When you make more money than your friends, it can set up awkward and uncomfortable money dilemmas. However, there are ways to get around them by having a few good verbal comebacks and a dose of niceness to help you sidestep a lot of cringe-worthy money situations.

USI Insurance Services
Thursday, September 20, 2018

A host can be held liable for injuries caused to a third party if an intoxicated guest causes a car accident. If guests are injured on the premises due to hazardous conditions, the homeowner can be held liable.

Wilmington Trust
Monday, February 4, 2019

Reviewing the changes to the Tax Reform law from the lens of tax-efficient giving, it's clear it created some philanthropic winners and losers for the next few years.

Ascent Private Capital Management
Monday, September 17, 2018

Failure has long been a product of the entrepreneur, embodied fully by the mantra of the economic juggernaut Silicon Valley—“Fail Often, Fail Fast, Fail Forward.” Some corporations are following this lead and finding value in experimentation, pushing the envelope, and learning from mistakes.

Overview

Please join us for our third FOX Rising Gen Forum on May 5-6, 2019. This community was created to help connect like-minded peers looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.

National Center for Family Philanthropy
Friday, September 7, 2018

Katherine Lorenz, President, Cynthia and  George Mitchell Foundation, talks about how a childhood drawing of a cloud inspired her perspective on what it means to be a philanthropist—and how giving sparked discussions about lived experiences and issues around the world.

Vanguard
Tuesday, September 4, 2018

Interest in various forms of impact investing has been growing, but the array of terms—ESG, SRI, Green Bonds, and Engagement—in this area has contributed to investor confusion.