A trend from an earlier study on family foundations revealed that foundations based on a commitment to a particular region remain committed to the hometown over generations while sustaining both effective grantmaking and family involvement.
All parents have reasons for why they do or do not share their wealth with their children, and neither option is without challenges. So, how do you bring your children up the curve with regard to preparing them for living fulfilled, happy, healthy, accomplished lives in the presence of wealth?
As parents, you hope your kids will become safe and courteous drivers. But, it will not happen on its own. Learn the 10 things you can do to help them become safe drivers.
Interest in sustainable investing is growing each day as wealth owners, families, and family office professionals start down the path of sustainability investing.
There’s no denying that the looming transfer of wealth will be great—the largest in history. However, for all the hype and years of coverage, the Great Wealth Transfer is more like the Great Wealth Trickle.
Laurence Vanden Boom, Manager, Learning and Development – Plante Moran
Wednesday, August 14, 2019
One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the human element of business if we want to achieve our intended results.
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.
