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.
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.
A common question that a family often asks prior to building a family office is “What is a family office anyway and does my family actually need one?” The answer depends on the family’s goals, as well as understanding the four different types of family offices that are commonly used: (1) single f
With an estimated $30 trillion plus transitioning to millennials over the next couple of decades, millennials will most certainly drive change in the financial industry. Many also see impact investing as a meaningful way to engage their capital and to achieve social and environmental impact.
A volunteer position with a nonprofit organization can be an incredibly rewarding experience—both for you and for the organization. But the path to key leadership roles with such organizations can be tricky to navigate.