The decisions made regarding ownership of the family office or closely-held business may not necessarily be the same decisions that are required for leadership and management.
There is a growing realization among impact investors and those who seek to influence society that they can use more of their assets to complement and even accelerate their social impact goals. This guide provides the tools to develop and execute a tailored impact investing strategy.
We have expanded the former Family Office Forum Technology Showcase into a three-day, standalone, virtual experience named the FOX Family Office Technology Showcase.
To make progress on challenging issues of social and environmental problems, strategic funders understand the need to address the systems that maintain and exacerbate them.
Coming into financial independence and taking on more responsibilities for your own income and spending is both a liberating and intimidating experience. To help navigate some of the most important and common financial and investment decisions, a collection of articles is provided for guidance.
Joline Godfrey and Alexandre Monnier — Hawthorn Institute for Family Success
Wednesday, May 27, 2020
Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations.
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.
Impact investing, which seeks to generate social and/or environmental benefits while delivering a financial return, is expanding as a promising tool for both investors and philanthropists.
