Networks - Rising Gen

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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Marsh USA Inc.
Wednesday, September 14, 2016

Your first home, establishing your career, marriage, a new baby, a teen’s first car, a student going to college, retirement—many of life’s major events can affect not only your life insurance and estate plans but also your property and liability insurance.

When Does a Family Become a Family Enterprise?

Aug 19 2016 - Anonymous

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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.