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Many wealth management clients often encounter the same issue—they want to know how to prevent their children from becoming entitled. Specifically, they’re concerned that their children
One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the
As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as “for-purpose” institutions that can aid in identifying opportunities
Posting fabulous vacation moments on Facebook—from a boat in Belize, to the top of a mountain at Chamonix—might be a fun way to share experiences with your friends, but it’s also a
Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, while also minimizing the
Talking about wealth is every bit as important as creating a technical wealth plan—if not more so. Preparing a wealth transfer plan without helping your loved ones understand how to manage
Wealthy families usually have extensive shared assets that are designed to grow and be passed down through multiple generations. As the family enterprise grows (family business and/or the family
Families who successfully navigate the complexity of wealth through multiple generations tend to do things differently. These families recognize the need to establish a framework for decision-making
A board chair is perhaps the most important and meaningful job in any family foundation. If you are currently chair—or anticipate that you will be someday—you may find it’s one of
National Center for Family Philanthropy recently spoke with Bill Leighty about how he’s helped keep the Leighty Foundation’s memories alive by recording its history. While many