Networks - Rising Gen

U.S. Trust Family Office
Friday, July 20, 2018

It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back, and to make an even bigger impact.

U.S. Trust Family Office
Friday, July 20, 2018

The 2018 U.S.

Nancy Gardiner, Partner, Director of Family Office and Philanthropy Services and Gioia Perugini, Associate Director, Family Office and Philanthropy Services – Hemenway & Barnes LLP
Wednesday, July 11, 2018

Many families talk about their desire to engage the next generation in family philanthropy and struggle with determining the right time to involve the next generation and how best to prepare them for their role with the family’s charitable giving.

GenSpring | SunTrust Private Wealth
Tuesday, June 26, 2018

On the journey to obtain independence and achieve financial success, the priorities usually include having a good educational experience, a sound resume and a career with a nice salary. That journey will likely contain u-turns, bumps and dead ends.

GenSpring | SunTrust Private Wealth
Tuesday, June 19, 2018

The odds of sustaining wealth across generations are low, and studies show that less than three percent of failures stem from poor estate planning and poor investment returns.

GenSpring | SunTrust Private Wealth
Monday, June 4, 2018

Research tells us communication is the most essential ingredient for sustaining wealth across generations. But, cross-generational communication can be particularly challenging, especially within families of wealth.

National Center for Family Philanthropy
Thursday, June 7, 2018

Family connectedness, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth.

Mark Harder, Warner Norcross & Judd
Tuesday, June 5, 2018

Succession planning for a family business inevitably requires planning for the transition of the management team. This transition presents several challenges, including dealing with non-family managers and with a family member who is not suited for a leadership role in the business.

Infographic: 5 Ways to Prepare the Rising Generation for Leadership

May 02 2018 - jkearns@familyoffice.com

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National Center for Family Philanthropy
Tuesday, May 1, 2018

The question Virginia “Ginny” Esposito, Founder of the National Center for Family Philanthropy, gets asked the most, is “How can I engage my family in philanthropy?” In this episode, Ginny highlights what family business is and common trends in the work she has been in for over 30 years.