Network - Family Learning

Northern Trust
Wednesday, July 10, 2019

Talking about wealth is every bit as important as creating a technical wealth plan—if not more so.

Northern Trust
Wednesday, July 3, 2019

Most of the time when families gather, the focus is purely social—reconnecting, reminiscing, and “rest and relaxation” as a group.

Northern Trust
Friday, June 28, 2019

Families who successfully navigate the complexity of wealth through multiple generations tend to do things differently.

Plante Moran
Thursday, May 9, 2019

Cybersecurity is a risk for children and adults alike. If you’re online, you’re visible around the world—and with more than 10 billion internet-connected devices, opportunities for hackers abound. Learn how to protect your family from identity theft and cyberattacks at home and while traveling.

Overview

Pre-College Guidance – Making Good Choices Amidst College Admission Scandals

Apr 05 2019 - lgochanour@familyoffice.com

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Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer – Family Office Exchange
Wednesday, March 27, 2019

Every family is challenged to find ways to engage the rising generation in learning about the family enterprise and how to live well with their wealth.

Raising a Healthy, Wealthy, and Wise Generation

Apr 01 2019 - kwick@familyoffice.com

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What is a Wealth Coach?

Mar 07 2019 - lgochanour@familyoffice.com

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Family Office Exchange
Monday, February 4, 2019

Preparing the next generation of family leadership is often the top concern for wealth owners. It is crucial to gain an understanding of the Rising Gen community: What makes them different? What do they care about? How do we best bridge the gap between generations?