Networks - Rising Gen

U.S. Trust Family Office
Friday, July 20, 2018

The 2018 U.S.

Nancy Gardiner, Partner, Director of Family Office and Philanthropy Services and Gioia Perugini, Associate Director, Family Office and Philanthropy Services – Hemenway & Barnes LLP
Wednesday, July 11, 2018

Many families talk about their desire to engage the next generation in family philanthropy and struggle with determining the right time to involve the next generation and how best to prepare them for their role with the family’s charitable giving.

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.

GenSpring | SunTrust Private Wealth
Tuesday, June 19, 2018

From experience and internal research and collaboration with experts and families over the years, 25 non-financial best practices have been identified as having a positive impact on the ultimate success of wealth transfer for a multi-generational family.

Warner Norcross & Judd
Tuesday, June 5, 2018

Succession planning for a family business inevitably requires planning for the transition of the management team. This transition presents several challenges, including dealing with non-family managers and with a family member who is not suited for a leadership role in the business.

Infographic: 5 Ways to Prepare the Rising Generation for Leadership

May 02 2018 - jkearns@familyoffice.com

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National Center for Family Philanthropy
Tuesday, May 1, 2018

The question Virginia “Ginny” Esposito, Founder of the National Center for Family Philanthropy, gets asked the most, is “How can I engage my family in philanthropy?” In this episode, Ginny highlights what family business is and common trends in the work she has been in for over 30 years.

Jose Peris, Ascent Private Capital Management
Monday, April 2, 2018

Helping your children learn to become financially self-sufficient can be one of the most satisfying jobs of parenthood.

National Center for Family Philanthropy
Tuesday, March 27, 2018

If you are a newer family foundation with one or two generations on the board, five generations may seem like a long time away. Yet in family philanthropy, quite a few foundations have been operating and thriving for 50, 75, even 100 years.

Ascent Private Capital Management
Monday, March 19, 2018

Every family has secrets and difficult stories—the “skeletons in the closet”—that they would rather not share.