Family Learning and Owner Engagement

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Borrowing Basics: A Lesson on Credit and Debt (Grades 3-5)
PwC Private Company Services
Beginning with the story of an older brother receiving a credit card to purchase a bike, his sister sets out to learn more about the basics of borrowing. She has seen her parents use credit cards,
Making History: Tips for Chronicling Your Family's COVID-19 Story
Milestones Historical Consultants
“History never looks like history when you are living through it.” (John W. Gardner) ... Future histories of the 2020 COVID-19 pandemic will draw heavily on the stories we preserve now.
Giving Across Generations: Maximizing Impact through Family Philanthropy
Schwab Advisor Family Office
There is an increasing desire among families to work together to use their resources to solve social challenges. And while a variety of challenges can compromise the work, successful
How to Build Wealth Through Stocks (Grades 9-12)
PwC Private Company Services
Most teenagers have heard that investing early in life is a way to build wealth over time. They've most likely heard that buying stocks is a common way to invest. In this video, they 
Sharing Your Resources: A Lesson on Charitable Giving (Grades 3-5)
PwC Private Company Services
A young girl shares a story about the “weird gift” she received on her birthday from her grandmother. It included three jars that were labeled save, spend, and share. There was also an
Four Easy Steps to a Responsible Investing Portfolio
Parametric
When it comes to responsible investing, a simple checklist can do wonders. It can help investors move beyond intent to action and finally find the right stock or bond portfolio. This checklist
Money & Relationships
GenSpring | SunTrust Private Wealth
Money is merely paper and coins—tools used to get what is needed and wanted. Money itself is neutral, yet it impacts nearly every aspect of life. Everyone has a relationship with money. The key
Putting the "Family" in Family Philanthropy
Wilmington Trust
For many individuals, philanthropy is one of the more gratifying parts of estate planning. Adding in a multigenerational component—one that involves the family’s needs, interests, assets
6 Higher Education Insights in a COVID-19 World and Beyond
Wilmington Trust
COVID-19 has altered the higher education landscape. With so many variables and questions at play, students and parents are exploring new ways of adapting to this sea of change. Experts in the field
Family Office Connections Podcast: Philanthropy
Boston Private
In this episode, two experts in the philanthropic advisory space talk about their experiences working with family offices, the state of the industry, and what it might look like in a post-pandemic