Networks - Rising Gen

Many acronyms and terms are associated with impact investing, including socially responsible investing (SRI), mission related investing (MRI), and environmental, social and governance (ESG).

Philanthropy is often described as society’s “risk capital.” Our generosity can support causes and ideas that business and government agencies cannot or will not. We can use our resources to inspire new ideas, challenge existing thinking, or continue supporting an organization when others won’t.

Do you have younger family members who are interested in learning more about whether being a family foundation trustee is right for them?

An influx of assets is a powerful transition point in philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, trying something new.

The passionate generosity of countless American families has inspired extraordinary gifts. What is most remarkable is the very phenomenon of American family philanthropy itself.

A family constitution—the rule book that defines the vision and principles of a family’s wealth strategy and acts as an operating model—should be as unique as the family itself.

Poorly structured family meetings that lack a clear purpose and agenda can do more harm than good. Failing to get buy-in from all family members can cause irreparable damage to relationships, despite the best of intentions.

Working together in a family enterprise—across generations and between branches—can be complex.

A common question that a family often asks prior to building a family office is “What is a family office anyway and does my family actually need one?” The answer depends on the family’s goals, as well as understanding the four different types of family offices that are commonly used: (1) single f