For families engaging in strategic planning, the proverbial questions remain the same… What does the rising generation need to know? How do we deliver that? What should we expect from them? Intentional families consider these questions for years. Others, due to unexpected life events, are rushed to get the rising gen members up to speed and ready to serve. This webinar covered the basic components of a family learning program, including what important topics should be addressed at what life stage milestones. Help to ensure rising generation members are held accountable, meeting expectations and on a path to becoming a responsible owner and steward of wealth. With practical examples from member families, we unpacked basic tenets and learning experiences that accumulate into a list of expectations for the rising generation beyond curriculum and courses, that include life experiences and lessons as well.
Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer – Family Office Exchange