Family Learning and Owner Engagement

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Engage the Rising Gen with Individual Learning Plans
Every family is challenged to find ways to engage the rising generation in learning about the family enterprise and how to live well with their wealth. Those who have had the most success have found
What is a Wealth Coach?
Ascent Private Capital Management
Wealth coaching is essentially the study of one’s relationship with money and wealth. We all have a relationship with money, and through money messages that we learned at an early age, this
2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts
2019 FOX Foresight – Investing in the Family Through a Family Learning Committee
Family Office Exchange
The Family Learning Committee addresses the need every family has to engage and prepare its rising generation to live well with wealth by sharing the “Why, What, and How of Family Learning
2019 FOX Foresight – Understanding the Voice of the Rising Gen
Family Office Exchange
Preparing the next generation of family leadership is often the top concern for wealth owners. It is crucial to gain an understanding of the Rising Gen community: What makes them different? What do
Family Governance: Oxymoron or Opportunity?
Ascent Private Capital Management
Family governance need not be an oxymoron. A conscious family governance system can help create an efficient and rewarding means of ensuring the family enterprise’s viability for
Advice from a Filmmaker on How to Connect with "The Kids" (aka the Rising Gen)
Jamie Yuenger, StoryKeep
The importance of connecting with your children, whether they are ten years old or sixty years old, never diminishes. The investment you make in them comes back ten-fold in the family office setting
Uncomfortable Money Dilemmas: Graceful Ways to Handle Them
BMO Family Office
When you make more money than your friends, it can set up awkward and uncomfortable money dilemmas. However, there are ways to get around them by having a few good verbal comebacks and a dose of
Family Gatherings and Preserving Memories
Darlene Spagnola, Theia Senior Solutions
Stories that are passed down from generation to generation are a way to create a family legacy that will be remembered long after we are gone. These stories are precious in understanding who we are
You Actually Can Afford to Fail (Intelligently)
Ascent Private Capital Management
Taking cues from entrepreneurs, families with great financial wealth would be well-served to create environments where their children can fail and in doing so, learn the invaluable lessons about