Family Learning and Owner Engagement

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Thrive at Five: The Secrets of Long-Term Family Philanthropy
National Center for Family Philanthropy
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
2018 FOX Family Learning Survey
Family Office Exchange
Every family enterprise is challenged to prepare younger family members to be responsible wealth owners and to flourish in their own lives. The 2018 FOX Family Learning Survey provides readers with
Skeletons in the Closet: Let Them Out and Watch Them Dance
Ascent Private Capital Management
Every family has secrets and difficult stories—the “skeletons in the closet”—that they would rather not share. While most professionals agree that exposing skeletons to
The Giving Journey: Guiding New Donors to Actualized Philanthropy
Open Impact
The field of philanthropy has primarily been built around the more tactical aspects and the how of giving while taking the why for granted. It has made the assumption that a purely rational approach
When She Has the Money: Challenging Ancient Conventions and Supporting the New Normal
Kristin Keffeler, Will Hughes and Adrienne Iglehart
Because of social and cultural changes that have increased women’s control of wealth, this paper seeks to help families navigate this newer development—where the female partner’s
2018 FOX Foresight – What's on the Minds of FOX Members
Family Office Exchange
The Secrets to Successful Mentorship
Ballentine Partners
Mentorships are valuable relationships at any age or walk of life. As you begin your career, you may wonder what mentorships are, how they work and where you should look to find a mentor. Mentorships
Top Five Skills for Next Generation Leaders
Plante Moran
As individuals progress in their careers, success becomes tied more to their ability to collaborate, engage, and mobilize others than on the individual skills and abilities that may have fueled early
Reinvigorating Your Family Meetings
Warner Norcross + Judd
If you are wondering how it is possible that everyone in your family is offering an excuse for missing the family meeting date, then it is time for some new ideas or approaches to turn these meetings
Intentional Inheritance Planning
Wilmington Trust
For many families, discussing wealth transfer and inheritance issues can be challenging. Fear of demotivating heirs can cause wealth holders to withhold vital information. But the rewards can prove