Networks - Rising Gen

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.

Rachel Craze, Mutual Trust Pty Ltd.
Tuesday, July 5, 2016

Working together in a family enterprise—across generations and between branches—can be complex.

Mutual Trust Pty
Thursday, June 14, 2018

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

Northern Trust
Wednesday, June 1, 2016

Marie Tillman was thrust into the spotlight on April 22, 2004, when her husband, former Arizona Cardinals safety Pat Tillman, was killed in a barrage of friendly fire in Afghanistan.

Northern Trust
Wednesday, June 1, 2016

From family members' well-meaning comments to unsolicited advice from friends and co-workers, it can seem as though everyone has an opinion on money matters.

Toniic and Bank of the West
Thursday, May 26, 2016

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.

PwC Private Company Services
Monday, May 23, 2016

To create a sustainable talent pipeline, employers must focus actively on attracting and retaining female talent.

Northern Trust
Friday, May 20, 2016

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.