Philanthropy is embedded in the fabric of wealth management. Whether it's the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving.
This Passages is part two of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff can do to plan ahead for potential change.
This Passages guide is part one of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff members can do to prepare and cope.
Understanding the development of family leaders plays an important role as new generations emerge. In this episode, Richard Joyner discusses the path it takes to become a family leader and how to develop the skills and experiences needed for success.
Charitable giving used to predominantly exist as a transaction, but it has evolved into a philanthropic relationship rooted in long-term impact goals for all generations—from Boomers to Millennials.
“The sooner you begin having conversations with your kids about money and where it comes from, how to budget it, and about the financial system, the better.” In this podcast episode of The Intersection, Dan Simon, CEO and co-founder of Vested, discusses the importance of incorporating financial l
Family offices are often tasked with managing a family’s philanthropy but may have limited knowledge and resources. Several best practices can help both families and family offices lead philanthropic efforts to heighten their impact.
