Family Learning and Owner Engagement

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2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts
2019 FOX Foresight – Understanding the Voice of the Rising Gen
Family Office Exchange
Preparing the next generation of family leadership is often the top concern for wealth owners. It is crucial to gain an understanding of the Rising Gen community: What makes them different? What do
2019 FOX Foresight – Investing in the Family Through a Family Learning Committee
Family Office Exchange
The Family Learning Committee addresses the need every family has to engage and prepare its rising generation to live well with wealth by sharing the “Why, What, and How of Family Learning
Family Governance: Oxymoron or Opportunity?
Ascent Private Capital Management
It has become almost common knowledge that setting up good systems of governance for family wealth management may be one of the key components of long-term success. So, when is a good time to focus
Introduction to Real Colors®: Your Guide to Understanding Human Behavior
Amy Zehnder, Ascent Private Capital Management
People, by nature, are born to judge and make judgments about others as well as themselves. Understanding each other through Real Colors® and knowing what makes each other tick regardless of, and
Color Your World: How Client Advisors Can Benefit by Knowing Real Colors®
Amy Zehnder, Ascent Private Capital Management
For families of wealth, especially those with a goal of long-term wealth preservation, the potential value of Real Colors® is multidimensional. It offers a language of understanding that aims to
Taking the Long-Term View of the Family Enterprise
Family Office Exchange
Revised Nov 2018 Originally Published in 2014 -- As the scope of a business-owning family’s activities expand and the family grows across generations, the organic shift from a business
ABLE Accounts: What They Are and What They Mean for your Family
Schiff Hardin
Individuals with disabilities and their families have many options to set aside funds without jeopardizing eligibility for means-tested government benefits, but most of the options require the person
Women & Wealth
GenSpring | SunTrust Private Wealth
Women continue to make great strides in wealth. However, the general theme in the latest research on women and wealth has revealed that women are still restricted by their own lack of confidence. It
Tax Planning for Education
BDO
Education is an expense that impacts many families each year. As the cost of secondary and higher education continue to rise, many families should consider the tax benefits of funding educational