Family Learning and Owner Engagement

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Meaningful Moments in Financial Parenting​
Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy
Strengthening Family Communication and Education
Abbot Downing
For most families, a large part of multigenerational success hinges on how they approach challenges—some beyond their control—and create opportunities. In these unprecedented times of
The Psychology of Wealth in Taxing Times
BKD CPAs & Advisors
Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family
Should We Have a Virtual Family Meeting?
Abbot Downing
During this time of social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. This special report helps you organize and
What Will the Future Hold for Your Family?
Sara Hamilton
During these uncertain times, FOX wants to assist family leaders to better understand how this pandemic is affecting family members. It is clear recent events will impact our society, our economy,
Next Gen Philanthropy: Finding the Path Between Tradition and Innovation
Rockefeller Philanthropy Advisors
With the goal of inspiring next generation philanthropists to dream and consider new possibilities, and to plan what joy in giving might look like, this guide offers a series of questions that every
Setting a Time Horizon
Rockefeller Philanthropy Advisors
Both new and experienced donors have become far more thoughtful about the time frame of their giving. And setting a use-by date for philanthropy has become a common consideration. Conscious
Assessing Impact
Rockefeller Philanthropy Advisors
This guide reviews various ways to assess philanthropic impact. It looks at what assessment can accomplish and what it has difficulty measuring. It sets out a series of questions donors can ask as
Your Philanthropy Roadmap
Rockefeller Philanthropy Advisors
This brief guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors—individuals, couples, families, or groups. It offers an
Do I Want a Donor-Advised Fund or a Private Foundation?
Warner Norcross & Judd
As individuals and families contemplate their charitable giving, they often consider forming a private foundation or creating a donor-advised fund. Understanding the pros and cons of each giving