Family Learning and Owner Engagement

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Should We Have a Virtual Family Meeting?
Abbot Downing
During this time of social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. This special report helps you organize and
What Will the Future Hold for Your Family?
Sara Hamilton
During these uncertain times, FOX wants to assist family leaders to better understand how the crisis events of 2020 are affecting family members. It is clear recent events will impact our society,
Next Gen Philanthropy: Finding the Path Between Tradition and Innovation
Rockefeller Philanthropy Advisors
With the goal of inspiring next generation philanthropists to dream and consider new possibilities, and to plan what joy in giving might look like, this guide offers a series of questions that every
Setting a Time Horizon
Rockefeller Philanthropy Advisors
Both new and experienced donors have become far more thoughtful about the time frame of their giving. And setting a use-by date for philanthropy has become a common consideration. Conscious
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