Family Learning and Owner Engagement

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Demystifying Decision Making in Family Philanthropy
National Center for Family Philanthropy
This issue brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods
Schwab Charitable Giving Guide
Schwab Advisor Family Office
The purpose of this Guide is to provide donors like you with a comprehensive resource—including a giving planner based on the completion of eight decision-point activities—to help
Five Steps to Consider When Creating a Prenup
Ascent Private Capital Management
Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and
Legacy in Family Philanthropy: A Modern Framework and Family Workbook
National Center for Family Philanthropy
Through interviews with dozen 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
Legacy in Family Philanthropy: A Modern Framework
National Center for Family Philanthropy
Legacy is a fundamental consideration in the practice of effective family philanthropy. It should be embraced and considered regularly, done with intentionality that is born of values and is
Financial Literacy for Kids: Six Ways to Teach Your Child About Money
Ascent Private Capital Management
While access to the privileges of wealth are a blessing in most instances, it can provide additional challenges in raising appreciative and self-sufficient children. As a parent, you play an integral
How Private Foundations Can Unify Intergenerational Families
Ascent Private Capital Management
Finding a way to facilitate trust, communication, and proper preparation and development of the necessary skill sets of the next generation can be difficult and will vary from family to family. Today
Voices in Leadership with Jay Hughes: The Beneficiary’s Burden
Pitcairn
In this episode, Amy Hart Clyne and Jay Hughes look past the legal trappings that come with beneficiaries and trustees to unpack the human side to these roles and discuss why so many young people see
Voices in Leadership with Jay Hughes: The True Definition of Wealth
Pitcairn
The word “wealth” has a complex and illuminating etymology. Amy Hart Clyne and Jay Hughes break down the definition of wealth, and Jay reveals key insights around his work defining the
Voices in Leadership with Jay Hughes: The Real Meaning of ‘Shirtsleeves to Shirtsleeves’
Pitcairn
The old proverb “shirtsleeves to shirtsleeves in three generations” illustrating the challenge facing multigenerational families is well-known. It’s been used throughout history,