Family Learning and Owner Engagement

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Family Meeting Handbook
BMO Family Office
This handbook is designed to support families connected through wealth understand the importance and value of family meetings. It provides the concepts, tools, and resources with the intention of
Disruptive Philanthropists
KPMG
The way individuals are approaching philanthropy has evolved in recent years, with philanthropists taking the very best of the corporate world and adding more rigor and measurement to how they give
Education in a Family Office: Strengthening the Family Legacy
RSM US
Whether knowledge is shared around the dinner table or in a boardroom, starting family member education early puts a family office in a strong position to strengthen the family’s legacy. While
The Key to Generational Sustainability: Family Learning
FOX’s Chief Learning Officer, Mindy Kalinowski Earley, explains how and why family education is an essential component that supports family cohesion and the transfer of wealth and legacy
Meetings Matter: A Practical Guide for Philanthropic Families
National Center for Family Philanthropy
Good meetings are a critical block of effective, impactful, and not least of all, enjoyable family philanthropy. This guide explores giving families' strategies, tips, and tools used to ensure
Importance of Family Learning: Developing Flourishing Families through Family Learning
FOX
The Importance of Family Learning: Developing Flourishing Families through Family Learning is an editable presentation featured in the FOX Family Learning Handbook designed to build a shared
FOX Family Learning Handbook
FOX
When wealth owners are asked what challenges them most, their first answer is frequently, “helping my children become productive adults.” Parents want their wealth to be a source of satisfaction and
Preparing for the Great Wealth Transfer: Strategies for Effective Family Education
Willow Street Group
Often, families execute wealth transfer planning strategies without fully considering what wealth and family legacy means to them—particularly the importance of defining and sharing their
The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy
National Center for Family Philanthropy
Just as government and businesses require sound governance to do their work well, so too do families—and their philanthropy. The Family Governance Pyramid provides a model and framework for
Considerations for Rising Generation Education
Willow Street Group
As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on