Network - Family Learning

2019 FOX Foresight – Investing in the Family Through a Family Learning Committee

Family Office Exchange
Monday, February 4, 2019

The Family Learning Committee addresses the need every family has to engage and prepare its rising generation to live well with wealth by sharing the “Why, What, and How of Family Learning Committees” from the perspective of the learning officers, family learning champions,

Onboarding the Next Generation of Family Council Members

Nov 12 2018 - lgochanour@familyoffice.com

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Family Meeting Handbook

BMO Family Office
Wednesday, December 15, 2021

This handbook is designed to support families connected through wealth understand the importance and value of family meetings.

Uncomfortable Money Dilemmas: Graceful Ways to Handle Them

BMO Family Office
Monday, September 24, 2018

When you make more money than your friends, it can set up awkward and uncomfortable money dilemmas. However, there are ways to get around them by having a few good verbal comebacks and a dose of niceness to help you sidestep a lot of cringe-worthy money situations.

You Actually Can Afford to Fail (Intelligently)

Ascent Private Capital Management
Monday, September 17, 2018

Taking cues from entrepreneurs, families with great financial wealth would be well-served to create environments where their children can fail and in doing so, learn the invaluable lessons about finance and resilience.

Overview

The 2019 FOX Family Office ForumTM brings together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we will hear from leading experts in developing leaders in both the family and family office, explore the latest issues in cybersecurity and understand the family office role in preparing families for transition.

Learning Strategies to Engage and Empower the Rising Gen

Jill Shipley, Managing Director, Institute for Family Culture – Abbot Downing
Wednesday, August 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?

The Recipe for a Successful Family Meeting

Jul 16 2018 - lgochanour@familyoffice.com

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

10 Steps to Financial Freedom in Your Twenties and Thirties

GenSpring | SunTrust Private Wealth
Tuesday, June 26, 2018

On the journey to obtain independence and achieve financial success, the priorities usually include having a good educational experience, a sound resume and a career with a nice salary. That journey will likely contain u-turns, bumps and dead ends.