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Family Wealth Transition Archives - Page 2 of 2 - Forbes Legacy Advisors

Know (and Nurture) Your Family Culture

Whether you can easily define it or not, your family has a culture. That family culture can be a source of inspiration, motivation, and resilience. It can also provide clues for how to resolve challenges within your family or prioritize … Continued

Putting the Giving in Thanksgiving

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

Trends in Philanthropy – Driven By Millennials

The philanthropy landscape is shifting underneath us.  The fact is that it is always shifting, to evolve as each generation reacts to and learns from what has worked and what hasn’t. Sometimes we learn from scandals such as the $1.2 … Continued

Focus Less on the Money And More on the People

“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

Sell Off The Family Farm? Not So Fast!

Sharing real estate with multiple family members and between generations can be tricky.  It’s why most professional advisers recommend selling it off rather than trying to keep shared land in the family. Selling may be the right decision, but for … Continued

Cultivating Generosity – Inspiring The Next Generation

Opus partner, Jamie Forbes, recently participated in “Th!nk Forum” series hosted by Ballentine Partners at the Ritz-Carlton in Boston.  The discussion centered around teaching philanthropy to the next generation.  As is often the case, these stories begin with personal discoveries that … Continued