Networks - Rising Gen

Thomas C. Rogerson
Thursday, August 11, 2016

When you think about family dynamics, very often there’s a lack of that home team concept and feeling of unity. Establishing that home team within your family early on offers the greatest opportunity for generational success and healthy family governance.

Carol G. Kroch
Wednesday, August 10, 2016

Some charitable organizations are established by a trust under a will, while others are established during the donor’s life. A charity is formed by a legal document—a charitable trust instrument or articles of incorporation for a nonprofit corporation.

Drexel Morgan Capital Advisers
Monday, August 1, 2016

Many acronyms and terms are associated with impact investing, including socially responsible investing (SRI), mission related investing (MRI), and environmental, social and governance (ESG).

National Center for Family Philanthropy
Friday, July 15, 2016

Philanthropy is often described as society’s “risk capital.” Our generosity can support causes and ideas that business and government agencies cannot or will not. We can use our resources to inspire new ideas, challenge existing thinking, or continue supporting an organization when others won’t.

National Center for Family Philanthropy
Friday, July 15, 2016

Do you have younger family members who are interested in learning more about whether being a family foundation trustee is right for them?

National Center for Family Philanthropy
Friday, July 15, 2016

An influx of assets is a powerful transition point in philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, trying something new.

National Center for Family Philanthropy
Friday, July 15, 2016

The passionate generosity of countless American families has inspired extraordinary gifts. What is most remarkable is the very phenomenon of American family philanthropy itself.

Kristen Armstrong, Managing Director, Strategic Wealth Coach, Ascent Private Capital ManagementAmy Zehnder, Managing Director, Strategic Wealth Coach, Center for Wealth Impact – Ascent Private Capital Management
Wednesday, July 13, 2016

For the first time in modern history, four generations are represented in the workforce. Each group has its own distinct characteristics, values and attitudes toward work. These differences can lead to misunderstandings and increased conflict, posing challenges for human resources.

Mutual Trust Pty Ltd.
Wednesday, July 6, 2016

A family constitution—the rule book that defines the vision and principles of a family’s wealth strategy and acts as an operating model—should be as unique as the family itself.

Jeff Steiner and Sarah Nader
Tuesday, July 5, 2016

Poorly structured family meetings that lack a clear purpose and agenda can do more harm than good. Failing to get buy-in from all family members can cause irreparable damage to relationships, despite the best of intentions.