Family Learning and Owner Engagement

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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
How Private Foundations Can Unify Intergenerational Families
Ascent Private Capital Management
Finding a way to facilitate trust, communication, and proper preparation and development of the necessary skill sets of the next generation can be difficult and will vary from family to family. Today
Voices in Leadership with Jay Hughes: The Beneficiary’s Burden
Pitcairn
In this episode, Amy Hart Clyne and Jay Hughes look past the legal trappings that come with beneficiaries and trustees to unpack the human side to these roles and discuss why so many young people see
Voices in Leadership with Jay Hughes: The True Definition of Wealth
Pitcairn
The word “wealth” has a complex and illuminating etymology. Amy Hart Clyne and Jay Hughes break down the definition of wealth, and Jay reveals key insights around his work defining the
Voices in Leadership with Jay Hughes: The Real Meaning of ‘Shirtsleeves to Shirtsleeves’
Pitcairn
The old proverb “shirtsleeves to shirtsleeves in three generations” illustrating the challenge facing multigenerational families is well-known. It’s been used throughout history,
Voices in Leadership with Jay Hughes: Understanding Family—Blood vs. Affinity
Pitcairn
What makes a family? We’ve all experienced close bonds with people who don’t necessarily share our DNA. Amy Hart Clyne and Jay Hughes unpack family dynamics through the lens of “
Blast from the Past: Harnessing the Power and Potential of History and Heritage
Milestones Historical Consultants
History can be a valuable tool for helping families and businesses pass down hard-won wisdom and values to rising generations. By sharing meaningful stories, you can strengthen bonds, offer useful
School's Always in Session: Brush Up on Your Financial Literacy
Parametric
School is never really out of session for investors. Whether dealing with new terms like meme stocks or older ones like tracking error, there can be plenty of confusion around the language of
Meaningful Moments in Financial Parenting
Hawthorn, PNC Family Wealth
Building children’s resilience requires lifelong learning. In this webcast, Alexandre Monnier and Joline Godfrey discuss the opportunities—and challenges—of financial parenting in
How to Elevate Female Role Models in Your Family Story
Ascent Private Capital Management of U.S. Bank
Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in