Family Learning and Owner Engagement

Filters

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
Structuring a Fundamentals Framework for Rising Gen Financial Literacy​
Many families have an interest in, and questions about, developing financial literacy in their rising generations. Financial skills and knowledge can be taught and reinforced through
Raising Financially Savvy Children: Starting the Conversation
Boston Private
Educating children about money, wealth, and financial planning is a critical step in helping them build their futures. As a wealth creator and thoughtful investor, you want to be sure your children
Raising Digitally Responsible Kids: A Family Contract for Digital Devices
Pitcairn
Open dialogue between parents and children and, specifically, the creation of a family contract can promote responsible use of digital devices. With the help of a discussion guide and a sample
Venture Capital Positively Disrupts Intergenerational Investing
Cambridge Associates
As technological advances are disrupting and transforming companies in every sector, the traditional investing landscape is also being disrupted. Venture capital is at the core of the transformation
Are You Prepared? Children and Grandchildren Should Be Ready for Their Roles as Inheritors
BMO Family Office
For many wealth creators, amassing wealth took a lot of work, but passing down the knowledge and tools to the next generation for successful wealth transition can be an even bigger challenge. Wealth
Children and Grandchildren Should Be Ready for Their Roles as Inheritors
BMO Family Office
Wealth creators can be busy with their businesses and community obligations and neglect the important step of passing down the knowledge and tools necessary for a successful wealth transition. Or
Cross-Generational Communication: Are You Up for the Challenges?
GenSpring | SunTrust Private Wealth
Research tells us communication is the most essential ingredient for sustaining wealth across generations. But, cross-generational communication can be particularly challenging, especially within