Family Learning and Owner Engagement


Trust Distributions: How Much? When? How and (Dare We Say) Why?
21st century wealth owners and their financial advisors often seek to design trusts that are flexible enough to withstand personal and financial changes yet manage the investment's outcome. Trusts
Your Greatest Financial Asset: Managing and Planning Your Family's Health Care
As health care becomes a larger percentage of overall costs for families, coupled with the increasing complexity and diversity of the system, your clients will look to you, their trusted advisors, to
Investing in the Future: A Look Inside the Small Family Office
Family Office Exchange
This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance relative to others of
The Challenges of Shared Ownership
Family Office Exchange
Families with inherited wealth soon recognize that sharing ownership and control of family assets is far more complicated than any family might expect. Sharing ownership and decision-making with
Stepping in Without Overstepping: Managing Roles and Boundaries When a Family Member is in Crisis
According to the Substance Abuse and Mental Health Administration's (SAMHSA's) National Survey on Drug Use and Health in 2006, 23.6 million persons aged 12 or older needed treatment for an illicit
Communication in Difficult Times: Families and Advisors on the Front Line
Effective communication during times of turmoil can be challenging and downright daunting for affluent families and their advisors. From the recent meltdown in the financial markets to difficult
Liquid States: The Dynamics of Family Wealth Events
Over the past decades, family specialists have developed a deeper understanding of the host of emotional responses that accompany wealth events – whether the event in question is a business sale,
Family Meetings: Best Practices and Strategies
As family offices begin planning summer meetings and retreats, leaders may find themselves faced with a multitude of questions – challenges that can begin with setting the agenda and continue through
Families Without Borders: Cross-Cultural Communications in the Multinational Family
Multinational families are not a new phenomenon; history is full of noteworthy family trees whose branches have spanned the globe for generations. Increasingly, though, even younger families find
Risky (Personal) Business: Managing the Risks of Addiction or Mental Illness in the Family
According to data from the US Department of Health and Human Services, more than 10% of Americans struggle with some form of addiction and/or mental illness.Most families face these issues at one