Family Learning and Owner Engagement

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For Wealthy Families, COVID-19 Creates a Combination of Emotional and Financial Challenges
Pitcairn
Today’s wealthy families feel they are facing the greatest economic and social uncertainty in a generation. Amid the unprecedented challenges, most single family offices are being asked to
Starting Your Financial Life: A Compilation of Key Concepts and Considerations
Altair Advisers
Coming into financial independence and taking on more responsibilities for your own income and spending is both a liberating and intimidating experience. To help navigate some of the most important
The Psychology of Wealth in Taxing Times
BKD CPAs & Advisors
Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family
Meaningful Moments in Financial Parenting​
Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy
Strengthening Family Communication and Education
Abbot Downing
For most families, a large part of multigenerational success hinges on how they approach challenges—some beyond their control—and create opportunities. In these unprecedented times of
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