We have the answers

Search Results

0
Clear Search
For best results use double quotes in the search field and the filters.

Topics

Authors/Contributors

Resource Types

4 results found
Learning Strategies to Engage and Empower the Rising Gen
Publish Date:
Aug 15 2018

What can I do to raise productive, responsible, generous and prepared inheritors or owners? How do I get the rising generation to get involved and engaged in learning so they are ready for their future roles and responsibilities? How do we create programs and a curriculum that everyone will find valuable taking into consideration their different ag...

An Introduction to Family Offices
Publish Date:
Oct 05 2016

With the dramatic expansion of family wealth in the United States and around the world, family offices are a growing part of the global financial landscape. Depending on the family’s mission, service needs, professional skill set of individual family members, and their existing advisor network, a family office may be appropriate. While every family...

Should We Have a Virtual Family Meeting?
Publish Date:
May 19 2020

Even when there's social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. While connecting through technology can’t fully replace the experience of meeting in person as a family, you can make the experience more intimate. This report will help you organize and conduct a virtu...

Tips for Families Who "Share" Properties
Publish Date:
Sep 22 2017

A beautiful summer home on the beach or keeping a home of your grandparents for all family branches to gather, relax, and enjoy sounds ideal. What happens when your cousin comes with her five kids and three large dogs for a month? Or the taxes and maintenance are being split equally and you barely use the property? Or what if some family members le...