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Following David's insight, each of the three subsequent speakers will explore innovative talent stragies in place at leading multi-family offices. This session will be in the form of a TED-style conference with short, succinct presentations on facets of the overall theme.Thom Melcher, Hawthorn, offers his personal perspective on what talent and cul...

Flying privately has become increasingly popular for a variety of reasons, including convenience, security, and lifestyle, but there are several considerations in determining what usage and ownership structure is right for you. Like making a real estate investment, owning or leasing a plane poses many financial, tax, and regulatory issues, as well ...

Originating in English common law, trusts have been used for centuries to manage holdings of the wealthy. Even though trusts are quite common, many people may find them hard to understand. Having an introduction to the trust basics is a good place to begin and learn how trusts are used in wealth management plans to help provide financial support fo...

The fun and rewarding activities of a family foundation center around determining the causes and organizations the foundation will support. While working together to make a difference, it is important to remember the family foundation is also a business requiring the same effective governance practices as a family business. This is especially criti...

A family vision statement is rooted in shared values, interests, and goals. Written with a sense of purpose, your statement becomes your guiding principles for the rules and actions of your family members. In this webcast, learn why most successful families develop a shared vision for their future together on the family journey, how they go about i...

We all have family stories around money, some fun and harmless, others serious and impactful. They are the money stories that shape your financial personality. Knowing how to recognize your money story and its influence on your behavior is vital to your overall financial health and success. It is also key to building and maintaining financial harmo...

Though being (or becoming) “rich" would seem to be a universal quest, the mixed experiences of those born into, married into, or suddenly rich undermine the fantasy that “rich equals “happy.” Sometimes the guilt, shame, and the complexity of growing up with abundance can create unwanted family dynamics that st...

Families with complex assets, such as family businesses, as well as those who have portfolios managed by multiple advisors, may find trustees reluctant to administer their trusts. This is because, in many states, the trustees remain liable for the actions of delegated third-parties or even named advisors. Delaware directed trusts can alleviate this...

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 access to information through search engines, and dramatically different expectations call for creative ways for families to raise financially mindful c...

Cyber threats and fraud schemes are designed to infiltrate and compromise your business. By using this cybersecurity resource guide and taking proactive actions to prevent cyber threats, you can strengthen your defensive strategy. This guide includes: Cyber Fraud Overview Recommendations and Resources Quick Reference Guide f...

Zelle® is a fast and easy way to send and receive money with people you know and trust, like your babysitter, your fellow PTA mom, your son’s soccer coach, or your coworker. Whether you just enrolled with Zelle® or have been an active user for a while, there are a few tips you should always keep in mind to ensure you are being safe when sending mon...

Your personal safety starts with being aware of your surroundings. Check out these physical security tips to learn how to be safe in parking lots, ATMs, and more.