Networks - Rising Gen

Children and Grandchildren Should Be Ready for Their Roles as Inheritors

BMO Family Office
Tuesday, February 4, 2020

In a perfect world, parents would have a well-thought-out plan for wealth transfer, explain their intentions, and help their heirs learn their roles and responsibilities. But life doesn’t always unfold in an orderly way to provide such a roadmap.

Overview

Making a Difference: Private Foundations

BDO
Monday, February 3, 2020

One of the many challenges facing wealthy families in today’s fast-paced society is the need to meaningfully involve family members, including the rising generation, in the management of the family wealth enterprise.

Options for Family Philanthropy: Comparing Donor-Advised Funds and Private Foundations

National Center for Family Philanthropy
Wednesday, January 8, 2020

When getting started with family philanthropy, a family has the option of choosing a donor-advised fund or establishing a private foundation.

Year in Review: Top FOX Content of 2019

Dec 06 2019 - kwick@familyoffice.com

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Overview

Overview

Overview

The 2020 FOX Rising Gen Virtual Forum is an opportunity for family members in their 20s, 30s, and 40s to connect, build relationships, and have authentic conversations with peers in similar situations. Participants learn, make genuine connections, and explore best practices in navigating the unique challenges facing wealthy families.

The FOX Rising Gen Virtual Forum offers an interactive and engaging environment to focus on thought-provoking topics:

Clarifying Learning Expectations for Rising Gen Engagement

Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer – Family Office Exchange
Wednesday, October 16, 2019

For families engaging in strategic planning, the proverbial questions remain the same… What does the rising generation need to know? How do we deliver that? What should we expect from them? Intentional families consider these questions for years.

Three Key Challenges Facing Wealthy Australian Families

Jeff Steiner, The Mutual Trust Pty Ltd
Wednesday, September 25, 2019

Market research reveals that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. These are compelling statistics which have become top of mind concerns for many families as they plan their wealth transition to the next generation.