Family Learning and Owner Engagement


School's Always in Session: Brush Up on Your Financial Literacy
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
What Is a Family Vision and Why Do You Need One?
Hawthorn, PNC Family Wealth
Learn why most successful families develop a shared vision for their future together, how they go about it, and what impact it has on their well-being.
Successful Integration of Newcomers in the Family Enterprise
In this webcast, join host Joline Godfrey, Managing Director of Family Learning & Programming for the Hawthorn Institute for Family Success, in a conversation on the hazards and opportunities of
Your Heirs and Wealth: Fostering Purpose
Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high, begin with the family fundamentals
How to Become a Philanthropist
Ascent Private Capital Management of U.S. Bank
Making the shift from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth. And while discussions about philanthropy often begin in the context of
Borrowing Basics: A Lesson on Credit and Debt (Grades 3-5)
PwC Private Company Services
Beginning with the story of an older brother receiving a credit card to purchase a bike, his sister sets out to learn more about the basics of borrowing. She has seen her parents use credit cards,
Making History: Tips for Chronicling Your Family's COVID-19 Story
Milestones Historical Consultants
“History never looks like history when you are living through it.” (John W. Gardner) ... Future histories of the 2020 COVID-19 pandemic will draw heavily on the stories we preserve now.
Giving Across Generations: Maximizing Impact through Family Philanthropy
Schwab Advisor Family Office
There is an increasing desire among families to work together to use their resources to solve social challenges. And while a variety of challenges can compromise the work, successful