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As employee retention is key to success, and workplace culture plays a critical role in retaining staff, this webcast will provide proven ideas to create an engaging culture beyond financial compensation. By the end of this webcast, attendees will be able to: Identify benefits, compensatory and non-compensatory, and training opportunities t...

As the importance of retaining high-performing employees becomes more apparent in a challenging economy, employers should examine what they offer employees beyond financial compensation. Speakers will share the pros and cons of employee benefits to consider such as hybrid work environments, mental health services, parental leave, nursing mothers' p...

Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss...

We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority. Today, here is an emerging desire by more families to focus on purpose,...

Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialist...

Moderated by FOX’s David Toth, we’ll hear from three prominent wealth advisors regarding the advisor role, how they see the role evolving, the technology influencing what they do and how they do it, and the skill sets they seek in the next advisor generation. Presenters: Thomas P. Melcher, Managing Director, Director of Family Wealth, Glenmed...

As high-net-worth investors discuss plans for charitable giving and investing with their financial advisors, it is absolutely crucial for them to be on the same page in terms of the outcomes desired, both financially and philanthropically. For this reason, advisors and their clients need a set vocabulary of terms going into the first meeting. Only ...

As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms. While much of the CIO’s role is focused on investments and the investment decision-making process, many CIO responsibilities aren’t investment-centric and will impact the long-term su...

Across the world, philanthropy is undergoing a transformation that offers both exciting opportunities and complex challenges. With so much in flux, emerging donors and established funders are seeking new models not only for funding strategies and impact measures, but also for organizational design and management systems that will serve them well in...

With the shift toward a remote work structure, it’s good to experiment with what works best for you in your new workspace and create a regular routine around it to help you adjust to the new environment. In this podcast, Rehmann's Director of Talent Acquisition, Val Martinez, shares more tips on how to be productive when working from home. She also...

Traditionally, wealth advisors use a succession planning framework that involves working with the founders to look downstream to the next generation for an effective “passing of the baton” strategy. In contrast, a multi-generational approach encourages each person within the family system to contemplate and share with others where they’ve come from...

This issue brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods vary appropriately, as conditions and circumstances change. It includes factors to consider when selecting a decision-making method, guidance on how to commun...

Just as government and businesses require sound governance to do their work well, so too do families—and their philanthropy. The Family Governance Pyramid provides a model and framework for philanthropic families that is even more relevant and necessary today than when it was first introduced nearly two decades ago. This article by the National Cen...

Governance is the framework that helps you establish decision-making principles, policies, and practices. Understand the process and value of building a strong governance structure. This primer is the third in a series of seven about the Family Giving Lifecycle by the National Center for Family Philanthropy, comprising of seven inflection p...