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.

9 Apr 2020

Nurture Your Family Culture

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

Nurturing family culture builds resilient family bonds and supports individuals. Doing this work well requires understanding the different pieces of the cycle.

8 Aug 2018

Family Interdependence: From Necessity to Choice

How choosing to depend on others builds resilience In the US, we’re raised to value independence. We learn that money is a direct path to achieve it. The more money you have, the less you need to depend on others. … 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

9 Aug 2017

Nurturing Family Culture #4 – Fortify for Durability

by Jamie Forbes | posted in: Family Culture, Family Legacy, family philanthropy, Family Wealth Transition, Generational Transitions, Generational Transitions, Philanthropy, Philanthropy Education, philanthropy management, Succession Planning for Families | 0

In our previous blog posts about family culture, we have discussed why it is important to identify your family’s shared values and culture to align them across generations. Our most recent post outlined how governance structures embed core shared family … Continued

28 Jun 2017

Nurturing Family Culture #3 – The Role of Organization and Governance

by Jamie Forbes | posted in: Family Culture, Family Legacy, family philanthropy, Family Strategy, Family Wealth Transition, Generational Transitions, Philanthropy, Philanthropy Education, Strategic philanthropy | 0

The tricky thing about managing families is that members are prone to creating rules but issuing no rule book. The rules are unwritten, but you’re expected to know them. These rules that are often based on deep-seated values. And because … Continued

31 May 2017

Family Culture – Nurture It To Sustain Your Legacy

Family connection, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth. Money, though, masks what people are really interested in passing to future generations … Continued

7 Apr 2017

Family Travel: Create Memories and Look Through A Different Lens

by Jamie Forbes | posted in: adventure philanthropy, Family Culture, Family Legacy, Family Strategy, Giving for kids, Philanthropy, Philanthropy Education | 0

Our cellphones didn’t work, and nobody complained. Ok, well, my phone did work, but I used it mostly for navigation. I recently returned from two weeks Morocco with my wife and two daughters. We hiked the Atlas Mountains, had tea with … Continued

14 Feb 2017

Unclear What to Do With Your Political Distress?

by Jamie Forbes | posted in: Family Culture, Family Legacy, Family Strategy, Philanthropy, Philanthropy Education, philanthropy management, Strategic Giving, Strategic philanthropy | 2

“I am really concerned, but I’m not sure what to do that will make me feel better.” I have heard this refrain a lot in the past several months. It typically comes from those who are troubled about what will (or … Continued

13 Dec 2016

Gifts That Keep Giving

by Jamie Forbes | posted in: family philanthropy, Family Strategy, Giving for kids, Giving Plan, Philanthropy, Philanthropy Education, Strategic Giving, Succession Planning for Families | 2

“How do I teach my kids about being charitable when all they talk about is the pair of skis or that pair of Lululemon leggings they just HAVE to have?” Sound familiar? The items on the wish list may be … Continued