Networks - Rising Gen

Thursday, February 11, 2021

When an off-the-shelf solution doesn’t cut it, responsible investors can turn to customized separately managed accounts (SMAs) to build portfolios that align with their values, including expressing their individual ESG views.


National Center for Family Philanthropy
Friday, February 5, 2021

In this Family Philanthropy Speaks conversation, Jeff and Tricia Raikes join Nick Tedesco to discuss how they have changed practices and acknowledged privilege throughout their donor journey.

Marsh & McLennan Companies
Wednesday, February 3, 2021

COVID-19 is exacerbating ongoing geopolitical and societal challenges, and the existential crisis of climate change looms large.

Rising Gen Roles in the Family System: The Challenges and Opportunities

Jan 28 2021 -

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Wednesday, January 20, 2021

Against the backdrop of the pandemic, this roundtable discussion was centered around faith-based institutions that seek to align their investments with the belief systems that guide their organizations while also being held accountable by their philanthropic donors.




The 2021 FOX Rising Gen Forum is an opportunity for family members in their 20’s, 30’s, and 40’s, at all levels of experience to develop genuine connections with peers in similar situations and explore best practices in overcoming the challenges facing ultra-wealthy families. This virtual forum will unpack the nuances of family investment committees, explain direct investing, go in-depth on family boards, and more, all while allowing attendees to forge meaningful relationships and bond over shared experiences.

Ascent Private Capital Management of U.S. Bank
Tuesday, January 12, 2021

Making the shift from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.