Family Education & Governance

What is Legacy Planning & Why is it Important?
What is Legacy Planning & Why is it Important?

Legacy is a multifaceted word that likely conjures up different reactions depending on who you ask. The Oxford Dictionary defines it as either:

An Interview with Dr. James Grubman, Originator of Wealth 3.0 - The Evolution of Counseling Families of Wealth
An Interview with Dr. James Grubman, Originator of Wealth 3.0 - The Evolution of Counseling Families of Wealth

Family wealth psychologist Dr. James Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors...

Family Roadmap to Financial Independence for the Next Generation
Family Roadmap to Financial Independence for the Next Generation

We spend a lot of time with the families we partner with implementing a variety of initiatives – tax efficient wealth transfer and estate planning,...

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 abroad....

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 in how to start a family...

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 and...

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...

1 2