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Succession will happen—it’s a matter of when, not if—so families should approach it with strategic forethought, flexibility, and responsiveness to ensure a smooth, successful
Building children’s resilience requires lifelong learning. In this webcast, Alexandre Monnier and Joline Godfrey discuss the opportunities—and challenges—of financial parenting in
Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in
Learn why most successful families develop a shared vision for their future together, how they go about it, and what impact it has on their well-being.
Many families of wealth struggle with a fundamental question: Can our wealth be sustained across generations and have a positive impact on those who use it? Through experience and research, a series
Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high, begin with the family fundamentals
Managing family wealth over the long-term requires careful thought and a well-structured estate plan. Before making specific decisions about what’s best for your wealth, it’s wise to
Independent directors can enhance a family business board in a variety of ways, including providing expertise in a range of subject matter areas, leadership development, and learning opportunities.
Individuals, families, businesses, organizations will long be contending with the COVID-19 impacts of 2020. Against this backdrop, five key themes emerge in the wealth planning outlook for 2021:
Many families who have significant assets to pass on later in life or at death may think that being “fair and equal” in the treatment of family beneficiaries is an easy process. However,