Forbes Legacy Advisors

2 Jun 2020

Celebrating 5 Years

Thanks for helping us these past 5 years! With your support, Forbes Legacy Advisors continues to grow and gain recognition for our work and industry leadership.

3 Apr 2019

Our Legacy of Parenting

by Jamie Forbes | posted in: Family Culture, Family Legacy, Family Strategy, Family Wealth Transition, Generational Transitions | 2

If you knew your parenting legacy will be more valuable to your children than your financial legacy, would you do anything different?

29 May 2018

Why Women Controlling More Wealth is Good For All

by Jamie Forbes | posted in: Family Culture, Family Legacy, Family Strategy, Family Wealth Transition, Generational Transitions, Generational Transitions, Philanthropy, Succession Planning for Families | 2

Women are projected to control more than half of the wealth in our country by the middle of this century. There are those who believe that’s already happened, but the overall trend is undeniable. Some men aren’t quite sure what … Continued

24 Jan 2018

Family Philanthropy – More Than Just Giving

by Jamie Forbes | posted in: adventure philanthropy, Family Culture, Family Legacy, family philanthropy, Family Wealth Transition, Giving for kids, Philanthropy, Philanthropy Education, philanthropy management, Strategic Giving, Succession Planning for Families | 1

Year-end is a time of year when many families discuss philanthropy. The first part of the new year is the time to put all that talk into action. Whether the conversation is focused on things you have already done together … Continued

12 Nov 2016

Year End Appeals – Controlling the Madness

by Jamie Forbes | posted in: Family Strategy, Family Wealth Transition, Fundraising, Giving Plan, Philanthropy, philanthropy management, Strategic philanthropy | 2

Get ready for the deluge of year-end solicitations from nonprofits that may have already started arriving in your mailbox. The flow will continue through the end of the holiday season. Yes, it’s that time of year again. Some people enjoy … Continued

18 Oct 2016

Putting the Giving in Thanksgiving

by Jamie Forbes | posted in: Family Strategy, Family Wealth Transition, Family Wealth Transition, Generational Transitions, Giving Plan, Philanthropy, philanthropy management, Strategic Giving, Strategic philanthropy | 0

This might hurt my mother’s feeling, but I can live without the creamed onions and the sweet potatoes covered with melted marshmallows. Despite their stubborn presence at our annual gathering, Thanksgiving is my favorite holiday. It’s all about the things … Continued

30 Aug 2016

Focus Less on the Money And More on the People

by Jamie Forbes | posted in: Family Strategy, Family Wealth Transition, Family Wealth Transition, Generational Transitions, Philanthropy, Succession Planning for Families | 0

“From shirtsleeves to shirtsleeves in 3 generations” refers to the process of building wealth, passing it down and exhausting it within 3 generations. This concept is steeped in history and crosses cultures. In fact, different cultures have created expressions that … Continued

10 May 2016

Get Your Giving Under Control

by Jamie Forbes | posted in: Family Wealth Transition, Fundraising, Generational Transitions, Giving Plan, Philanthropy, philanthropy management, Strategic Giving, Strategic philanthropy, Strategic Planning, Uncategorized | 0

Individual giving accounts for over 72% of all charitable giving in the USA, according to the annual report on charitable giving in the US by GivingUSA. This number fluctuates a bit from year to year, but on a relative basis, … Continued