Networks - Rising Gen

Overview

Agile Advising: The Advisor I Want To Be

Mar 03 2015 - Anonymous

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GenSpring | SunTrust Private Wealth
Thursday, June 7, 2018

Communication is found to be the most important factor for cohesion in families and sustainability of family wealth. As one of the key tenets to happy, healthy, and thriving families, it is essential for family members to dedicate the effort necessary to become better communicators.

Jim Grubman, PhD – Family Wealth Consulting
Wednesday, February 12, 2014

The vast majority of the wealthy actually come from middle-class or working-class backgrounds. When they find themselves in the wonderful but unfamiliar world of wealth like immigrants to a new land, the adjustment can be harder than expected.

GenSpring | SunTrust Private Wealth
Friday, June 8, 2018

While it is true that having money can create great opportunities, it can make some people feel awkward and harbor deep feelings of regret and shame. Those feelings can dramatically influence wealth management decisions, affecting both the inheritors and wealth creators.

NextGen Network Series: Why are next generation family members not “showing up”?

May 16 2012 - Jennifer Muntz

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GenSpring | SunTrust Private Wealth
Monday, June 11, 2018

Though the challenges to successful wealth transfer across generations may seem overwhelming, they can be overcome. Success requires a commitment of time and energy by the entire family, as well as input from friends, teachers and professional advisors.