Family Learning and Owner Engagement


The ABCs of Financial Literacy
SEI Family Office Services
“The sooner you begin having conversations with your kids about money and where it comes from, how to budget it, and about the financial system, the better.” In this podcast episode of
Growing Up with Abundance
Hawthorn, PNC Family Wealth
In this special educational webinar, Joline Godfrey (author of Raising Financially Fit Kids) joins Robin Petty at Hawthorn in a conversation on the guilt, shame, and complexities around
Your Money Story and How it Shapes Your Financial Personality
Hawthorn, PNC Family Wealth
We all have family stories around money, some fun and harmless, others serious and impactful. They are the money stories that shape your financial personality. Knowing how to recognize your money
Family Giving Primer: Operations and Management
National Center for Family Philanthropy
Efficient and resilient operations and management support and extend your philanthropic purpose. Learn about various administration constructs and considerations for implementation.This primer is the
Family Giving Primer: Impact Strategies and Tools
National Center for Family Philanthropy
How will you use your resources to achieve your philanthropic purpose? Learn how to consider the context in which you are operating, the role you want to play within that context, and what processes
Family Giving Primer: Impact Vehicles and Structures
National Center for Family Philanthropy
The form of your giving must follow the function you intend for your philanthropy. Explore the vehicles and structures available to you and how to determine which best supports your philanthropic
How to Teach Your Kids the Basics of Investing
Ascent Private Capital Management of U.S. Bank
You know the value of encouraging children to learn and practice the basics of money management. And at age 11 or 12, it may be the right time to start a conversation about investing, including how
Family Giving Primer: Succession and Legacy
National Center for Family Philanthropy
What is the consequence of your philanthropy and who will steward future efforts? Legacy requires creating and implementing plans for donor intent, lifespan, continuity, and succession. Explore how
Family Giving Primer: Assessment and Learning, Identifying Methods to Measure Success
National Center for Family Philanthropy
Effective philanthropy is a process of continual learning. An assessment plan will help you define and measure the progress of your partners, your strategy, and the governance and operations of your
Family Giving Primer: Building a Governance Framework for Your Decision Making
National Center for Family Philanthropy
Governance is the framework that helps you establish decision-making principles, policies, and practices. Understand the process and value of building a strong governance structure.This primer is the