We all want our children and grandchildren to be critical thinkers and to find their own way in the world. But we often want them to also adopt the family’s values and, in some cases, the responsibilities of running a family business.
While every philanthropic journey is unique, there are points at which all families must make decisions. This series of seven short videos offers a comprehensive introduction and refresher to critical concepts to consider at each stage of your family philanthropy—from philanthropic purpose and se
There are many benefits to establishing and running a family foundation, including strengthening the family bond and developing a philanthropic legacy while creating a lasting impact through charitable giving.
In philanthropy, meaningful change is the aim—it’s the purpose and the promise. But in striving for and achieving impact, effectiveness must go beyond healthy funding practices with grantees and the greater communities we serve.
This series of short, educational videos provides an overview of the core elements of investing and some of the asset classes most commonly used in portfolio construction. Download the full presentation deck and explore the educational modules on the topics of interest that include:
Once a family has made a decision to pass the ownership of family cottage or vacation property to the next generation, you will need to give thought to how that ownership will be held.
When families gather at their cottages or vacation properties, the senior generation might think how nice it would be for these multi-generational gatherings to continue after they pass.
It’s both a special and critical milestone when your children turn 18. At that age in the family life stage, they become legal adults with many new rights and responsibilities.
If you’re not used to having conversations surrounding family wealth, it can be an uncomfortable experience that can lead to in-fighting and a breakdown in trust.
