Owner Engagement and Education


Dementia Tips for Household Staff
Katie Roper, Home Care Assistance

When a family member is diagnosed with a memory disorder like Alzheimer's, it can be confusing, frustrating, and even frightening for long-time staff.

When She Has the Money: Challenging Ancient Conventions and Supporting the New Normal
Kristin Keffeler, Will Hughes and Adrienne Iglehart

The scale of the issues surrounding a fiscally unequal relationship—where the female partner’s inherited wealth significantly exceeds that which her spouse is likely to generate through his own inh

The Giving Journey: Guiding New Donors to Actualized Philanthropy
Open Impact

The field of philanthropy has primarily been built around the more tactical aspects and the how of giving while taking the why for granted.

Re-Energize with Enterprise: Nurturing an Entrepreneurial Culture to Create a Durable Family Legacy
Scott Winget, Ascent Private Capital Management

Having an entrepreneurial culture can help nurture a family legacy by providing pathways for family members to invest in new enterprises and regularly recharge the wealth for future

Crafting Your Family Mission Statement: Lessons from the World's Best Brands
Dirk Jungé, Pitcairn

Since the early 1900s, wealthy families have borrowed from corporate America to draft mission statements or similar declarations to define their shared values and legacy.

You'll Never Guess Why I Bought That Object of Fine Art
Robert H. Jordan, Jr., Video Family Biographies

Every fine art collector who has worked to build and enrich his or her collection usually has a special work of art or piece that has significant meaning.

Is Your Enterprise Prepared to Respond to a Death Abroad?
LHT Consulting Group

The U.S. Department of State estimates that more than 8,000 Americans die in a foreign country each year.

The Basics of Investing: A Paper to Share With Your Children
Ascent Private Capital Management

Learning and practicing the basics of money management can have a profound impact on a young child’s life.

Reinvigorating Your Family Meetings
Susan Gell Meyers, Warner Norcross & Judd

If you are wondering how it is possible that everyone in your family is offering an excuse for missing the family meeting date, then it is time for some new ideas or approaches to turn these meetin

Aging in Comfort
HUB International

For all the risks that tend to step up as you age, there are also far more opportunities to live life the way you want to, and probably longer and in reasonable health.