Family Learning and Owner Engagement

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You Can't Always Get What You Want: Talking with Children About Wealth and Entitlement
Kelly Arrillaga and Anna Howard, First Republic Private Wealth
Many wealth management clients often encounter the same issue—they want to know how to prevent their children from becoming entitled. Specifically, they’re concerned that their children
Tools and Strategies for Navigating Difficult Conversations
One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the
From Philanthropy to Social Investment: A New Way of Giving
BNY Mellon Wealth Management
As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as “for-purpose” institutions that can aid in identifying opportunities
It's Time to Get Smart about Your Social Media Exposure
Bob Courtemanche, Risk Strategies Company
Posting fabulous vacation moments on Facebook—from a boat in Belize, to the top of a mountain at Chamonix—might be a fun way to share experiences with your friends, but it’s also a
Addressing the Complexities of Communication and Family Learning
Ascent Private Capital Management
Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, while also minimizing the
Wealth and Wisdom Across Generations
Northern Trust
Talking about wealth is every bit as important as creating a technical wealth plan—if not more so. Preparing a wealth transfer plan without helping your loved ones understand how to manage
Family Meetings
Northern Trust
Wealthy families usually have extensive shared assets that are designed to grow and be passed down through multiple generations. As the family enterprise grows (family business and/or the family
Developing a Family's Values, Vision & Mission Statement: "The Cornerstone Statement"
Northern Trust
Families who successfully navigate the complexity of wealth through multiple generations tend to do things differently. These families recognize the need to establish a framework for decision-making
Family Philanthropy Board Chairs: Leading with Joy and Effectiveness
National Center for Family Philanthropy
A board chair is perhaps the most important and meaningful job in any family foundation. If you are currently chair—or anticipate that you will be someday—you may find it’s one of
Be the Architect of Your Family's Story
National Center for Family Philanthropy
National Center for Family Philanthropy recently spoke with Bill Leighty about how he’s helped keep the Leighty Foundation’s memories alive by recording its history. While many