Networks - Rising Gen

GenSpring | SunTrust Private Wealth
Tuesday, June 19, 2018

The odds of sustaining wealth across generations are low, and studies show that less than three percent of failures stem from poor estate planning and poor investment returns.

GenSpring | SunTrust Private Wealth
Monday, December 2, 2019

Research tells us communication is the most essential ingredient for sustaining wealth across generations. But, cross-generational communication can be particularly challenging, especially within families of wealth.

National Center for Family Philanthropy
Thursday, June 7, 2018

Family connectedness, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth.

Mark Harder, Warner Norcross & Judd
Tuesday, June 5, 2018

Succession planning for a family business inevitably requires planning for the transition of the management team. This transition presents several challenges, including dealing with non-family managers and with a family member who is not suited for a leadership role in the business.

Infographic: 5 Ways to Prepare the Rising Generation for Leadership

May 02 2018 - jkearns@familyoffice.com

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National Center for Family Philanthropy
Tuesday, May 1, 2018

The question Virginia “Ginny” Esposito, Founder of the National Center for Family Philanthropy, gets asked the most, is “How can I engage my family in philanthropy?” In this episode, Ginny highlights what family business is and common trends in the work she has been in for over 30 years.

Hemenway & Barnes
Monday, April 30, 2018

Much has been written comparing the administrative, financial, and programmatic criteria of private foundations and donor advised funds. It is often presented as an “either/or” choice.

Hemenway & Barnes
Thursday, April 26, 2018

After the stress of planning for next steps following high school graduation, including the college application process or other life planning, many parents feel as though they are “done.” But many families are not aware of important legal issues that affect their 18-21 year olds, including those

Jamie Yuenger, StoryKeep
Thursday, April 19, 2018

Since the age of 14, Angus McRae had been the sole caretaker of the Markham family lodge and its surrounding 800 acres, where the Markham family connected and bonded.

Hawthorn, PNC Center for Financial Insight
Friday, April 13, 2018

Throughout their lives, many women will probably face a number of circumstances unique to their gender, and each with financial implications. When it comes to women and money, it is essential for them to find a trusted advisor who understands their distinct needs and to whom they can relate.