Networks - Rising Gen

National Center for Family Philanthropy
Wednesday, May 17, 2023

Through interviews with dozens of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates to valu

Overview

Exclusively for our Rising Gen members, we will kick off programming Monday morning. October 23 with Kristi Kuechler from The ImPact joining us to discuss tactics to align your philanthropy with your values through the family office, and accessible ways to address social and environmental problems through your philanthropic choices. Also featured, an expert panel sharing family case studies and tools to embrace the ‘people’ side of your involvement within the family governance structure.  

National Center for Family Philanthropy
Friday, May 5, 2023

Through a survey and series of interviews with members of 20 U.S.-based, multi-generational family philanthropic systems, researchers found that as families evolve, they face common dilemmas regarding their philanthropy—most critically, the choices they make about balancing the individual philant

Truist
Tuesday, May 2, 2023

All parents have reasons for why they do or do not share their wealth with their children, and neither option is without challenges.

Baird
Monday, May 1, 2023

Wealthy families often take every precaution in preserving their legacies for future generations, with carefully constructed estate plans, wills, and trusts.

KPMG
Friday, April 28, 2023

Sustainability is now a business imperative across the world, as much as it is a stewardship one, and those companies that fail to adapt may struggle to compete in a new, low-carbon environment.

Truist
Thursday, April 27, 2023

If you’re a first-timer to the prenuptial conversation, having apprehension around talking about a prenuptial agreement is normal and to be expected. There may even be fear that raising the topic with the spouse-to-be will put a brake on the relationship.

Truist
Wednesday, April 26, 2023

At its core, a mission statement serves as a compass, continually steering an organization or business toward their goals. For the families who undertake the process of creating a mission statement, it provides a similar and essential navigational tool.

Wilmington Trust
Wednesday, April 26, 2023

Charitable planning can be an important part not only of managing income and estate taxes, but of engaging the family and strengthening family values. Adding in a multigenerational component can make it even more meaningful and compelling.

Baird
Monday, April 24, 2023

As a young adult moving from college to your first real job and your own apartment, it's time to start adulting and being responsible for your own finanicial life, insurance coverage, and building your wealth.