Family Education & Governance

Engaging the Next Generation in Charitable Giving
Engaging the Next Generation in Charitable Giving

A common hope that many parents have is for their children to make a positive impact in society, whether it be within their own community or...

Inheritance Planning: 5 Questions to Ask Before Leaving Money to Your Kids
Inheritance Planning: 5 Questions to Ask Before Leaving Money to Your Kids

As a parent, you want the absolute best for your children (and further descendants!), so it is normal to worry how the wealth you pass down will...

How Do I Start a Family Foundation?
How Do I Start a Family Foundation?

Many families with philanthropic goals consider forming family foundations. In this article, we discuss the steps to forming a foundation, as well...

Family Mission Statement: 2020
Family Mission Statement: 2020

2020 – A year of clear vision, a time to reflect on what is most important, and an opportunity to capture your reflections in a Family Mission...

FAQs for the Next Generation: Young Adult Edition
FAQs for the Next Generation: Young Adult Edition

I think my parents are well off. What does that mean for me? At this point in your life, you may have some idea of your family’s wealth from...

Talking with Your Kids About Family Money – The Prenup Edition
Talking with Your Kids About Family Money – The Prenup Edition

Have the Prenup Discussion with Your Children Quite possibly, the only thing that parents dread more than talking with their kids about the birds...

Why High Net Worth Families Should Use a Multi-Family Office
Why High Net Worth Families Should Use a Multi-Family Office

The Benefits of Adding a Wealth Management Firm to Your Advisory Team Fee-conscious, high net worth families who have a strong estate attorney and...

Personal Financial Management Should be Learned From a Young Age
Personal Financial Management Should be Learned From a Young Age

Why Teaching Financial Responsibility to Children and Teens Can Pay Dividends in Adulthood In the United States, many children and young adults...

Next Generation Engagement for Family Wealth Planning
Next Generation Engagement for Family Wealth Planning

An Important Step in Preserving Your Legacy As families work on their estate plans and focus on sophisticated tax minimization strategies to...

The Greatest Gift Wealthy Parents Can Give Their Children
The Greatest Gift Wealthy Parents Can Give Their Children

3 Tips to Teach Your Children Responsible Spending  As a multi-family office, our job often goes outside the normal bounds of typical financial...

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