Family Learning and Owner Engagement

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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 Philanthropy 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
Demystifying Decision Making in Family Philanthropy
National Center for Family Philanthropy
This issue brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods
Schwab Charitable Giving Guide
Schwab Advisor Family Office
The purpose of this Guide is to provide donors like you with a comprehensive resource—including a giving planner based on the completion of eight decision-point activities—to help
Five Steps to Consider When Creating a Prenup
Ascent Private Capital Management
Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and
Legacy in Family Philanthropy: A Modern Framework and Family Workbook
National Center for Family Philanthropy
Through interviews with dozen of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates to values-driven giving and a