Family Learning and Owner Engagement


Talking With Aging Parents About Their Finances
It’s not uncommon for parents showing signs of mental or physical decline to need assistance from their children from time to time, and today that help primarily comes from their daughters.
When Your Child Turns 18: A Checklist of Legal Documents for Parents and Young Adults
Hemenway & Barnes
Many families are not aware of important legal issues that affect their 18 – 21-year-old children. Parents are often so focused on the fact that the drinking age is 21 that they do not realize
Navigating Family Philanthropy—Video Series
National Center for Family Philanthropy
While every philanthropic journey is unique, there are points at which all families must make decisions. This series of seven short videos offers a comprehensive introduction and refresher to
Family Values: Charting Your Future
We all want our children and grandchildren to be critical thinkers and to find their own way in the world. But we often want them to also adopt the family’s values and, in some cases, the
Ten Financial Moves to Make When Your Child Turns 18
It’s both a special and critical milestone when your children turn 18. At that age in the family life stage, they become legal adults with many new rights and responsibilities. While there are
Helping Your Children Prepare for an Inheritance
If you’re not used to having conversations surrounding family wealth, it can be an uncomfortable experience that can lead to in-fighting and a breakdown in trust. That’s especially true
Legacy in Family Philanthropy: A Modern Framework
National Center for Family Philanthropy
Families are reconsidering their motivations for giving and how their philanthropy carries forward their values, aims, and objectives. It’s promoting deeper intentionality, humility, empathy,
Legacy in Family Philanthropy: A Modern Framework Workbook
National Center for Family Philanthropy
Through interviews with dozens of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates to values-driven giving and a
Finding Balance: Providing Opportunities for Your Children Without Enabling Them
All parents have reasons for why they do or do not share their wealth with their children, and neither option is without challenges. The key for parents is to find the balance between sharing
The Hidden Factor That Can Derail Your Legacy
Wealthy families often take every precaution in preserving their legacies for future generations, with carefully constructed estate plans, wills, and trusts. But they often overlook the hidden factor