Networks - Rising Gen

Jim Steiner, Abbot Downing
Monday, August 14, 2017

A rising generation of clients in their 20s and 30s turned to Jim Steiner, president of Abbot Downing, and asked him to share his insights, both as a parent and a wealth management leader. Through four memorable stories and thoughtful questions, Mr.

Pat Armstrong, Arne Boudewyn, and Jill Shipley, Abbot Downing
Wednesday, April 12, 2017

One of the most common concerns families have revolves around how to share wealth with family members without encouraging entitlement. With forethought and care, giving well and wisely can bring families together and strengthen the bonds between generations.

Abbot Downing
Tuesday, April 11, 2017

Jessica Jackley, cofounder of KIVA, the world’s first microfinance website, shares her unique wisdom on financial inclusion and social justice.

PURE Insurance
Wednesday, March 22, 2017

Statistics show that teenagers are more likely than any other age group to be in an automobile accident. In several tragic incidents, the use of a cell phone was involved. Some accidents, however, simply reflected the teenagers’ lack of driving experience.

Ant Moore and Andrew Williams, FTI Consulting
Thursday, March 16, 2017

The 5th edition of the Social Divide index reveals that FTSE 100 companies are sharing more and better financial results-related posts on social media, assembling the right mix of social ingredients to achieve significantly higher levels of engagement than ever before.

Pitcairn
Monday, February 20, 2017

For many families of wealth, creating a long-lasting legacy is a fundamental goal, one that shapes both personal and financial decisions. And many of these families want that legacy to reach beyond the boundaries of family, making a positive impact on their communities and the world.

Pitcairn
Monday, February 20, 2017

We are all inspired by successful entrepreneurs, whether they be technological innovators, social problem solvers like Blake Mycoskie, or even entertainers like YoYo Ma, who redefined the world’s perception of a classical musician.

PwC Private Company Services
Wednesday, January 11, 2017

For many family firms, the missing middle is the strategic bridgework spanning the mid-zone between two visions: the entrepreneurial vision that sparks the formation of a business and the long-term vision that allows family firms to pursue goals far into the future.

BNP Paribas Wealth Management and Scorpio Partnership
Tuesday, September 26, 2017

Based on the voices of 2,650 successful business owners across Europe, Asia, the United States and the Middle East, the Global Entrepreneur Report examines the characteristics and motivators of Elite Entrepreneurs with a total net worth of $40 billion.

Bank of the West
Friday, December 16, 2016

As high-net-worth investors discuss plans for charitable giving and investing with their financial advisors, it is absolutely crucial for them to be on the same page in terms of the outcomes desired, both financially and philanthropically.