Family Learning and Owner Engagement

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Preparing for the Great Wealth Transfer: Strategies for Effective Family Education
Willow Street Group
Often, families execute wealth transfer planning strategies without fully considering what wealth and family legacy means to them—particularly the importance of defining and sharing their
Should You Have a Family Constitution?
Warner Norcross & Judd
Many successful families have put their shared values and goals in writing, often called a family constitution. A constitution can help build family unity and harmony, and the creation process itself
The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy
National Center for Family Philanthropy
Just as government and businesses require sound governance to do their work well, so too do families—and their philanthropy. The Family Governance Pyramid provides a model and framework for
College-Bound Planning and Checklist
Northern Trust
Departing for college is a major life event for both students and their families. While last year brought unprecedented challenges, this year is a new, different frontier where the college experience
Considerations for Rising Generation Education
Willow Street Group
As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on
Preparing the Rising Generation for Leadership and Succession
Succession and Generational Transition is a key concern for over half of FOX’s family member leaders. Similarly, our rising gen research shows that 53% of the rising gen view leadership and
Lessons Learned Navigating the Pandemic
Tolleson Wealth Management
Although the events of 2020 were unexpected and hard to prepare for, having conversations about processes and learning to practice decision-making with your family can help when crisis strikes. On
Giving Together: Using Philanthropy to Prepare the Next Generation
Tolleson Wealth Management
Successfully transferring wealth to the next generation requires healthy and open communication within a family. In this Insights episode, learn how philanthropy can create the unique opportunity for
Family Directors: An Insider's Perspective From a Seven-Generation Family
Pitcairn
No matter if a family enterprise is establishing an Advisory Board, Fiduciary Board, or Owners Board, considerations must include the roles that family members might play and how best to prepare them
Family Philathropy Speaks: a Conversation with Irene Pritzker and Liesel Pritzker Simmons
National Center for Family Philanthropy
Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts. In this