Networks - Rising Gen

Wilmington Trust
Tuesday, November 29, 2016

Women have become financial powerhouses. That much is certain. They have taken on an increasing role in managing wealth to the tune of $11.2 trillion. Some estimate that by 2030, women will control as much as two-thirds of the nation’s wealth.

Sree Arimilli, President – Arimilli Consulting
Wednesday, November 9, 2016
Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family leadership.
PwC Private Company Services and UBS Wealth Management
Monday, October 17, 2016

The past 20 years’ exceptional wealth creation will soon be followed by the biggest-ever wealth transfer. It is estimated that fewer than 500 people will hand over USD 2.1 trillion to their heirs over the next 20 years.

Pitcairn
Monday, October 17, 2016

Finding your voice as an adult is a difficult process for everyone, but can be especially challenging when you grow up in a family of wealth. Perhaps you already control some or all of your inheritance or maybe you soon will.

Atlantic Trust Private Wealth Management
Saturday, October 8, 2016

Strategic philanthropy is similar to intentional asset allocation in that it requires as much of the giver’s intellect as it does the bank account. A careful and disciplined approach to philanthropic giving combines purpose, practicality, and passion.

Wilmington Trust
Thursday, October 6, 2016

Ransomware has recently become one of the top threats to data stored on company networks and personal computers.

Gioia Perugini
Thursday, September 29, 2016

The topic of wealth transfer to the next generation has been well documented. Accenture estimated that $30 trillion of financial and nonfinancial assets are ready to shift from baby boomers to their children in North America alone.

Chuck Carroll and Kim Llumiquinga, TFO Phoenix
Thursday, September 29, 2016

While many families are expending effort on important concepts such as improving financial literacy, defining family shared values, and creating family mission statements, such efforts are likely to be lost if families do not first focus on one fundamental aspect of a successful family: Communica

Cambridge Associates, LLC
Thursday, September 22, 2016

Family offices and family foundations are among those leading the movement to integrate values and investment strategy through impact investing.

5 Things You Need to Know Before Executing a Family Leadership Transition

Sep 14 2016 - Anonymous

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