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.

7 Nov 2018

The gift for someone who (you think) has everything! I am very pleased to share with you a preview of the book that features a chapter I wrote on shared family land and what to consider when preparing for generational … Continued

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

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

26 Sep 2017

Family Culture #5 – Revisitation and Affirmation

Family Cultures Must Learn How to Adapt To remain Relevant The landscape of family culture is subjected to constant pressure from outside as the world we live in changes. This is true regardless of the size of your family or … 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

14 Jun 2017

Nurturing Family Culture #2 – Identification and Clarification

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

In our first post we defined the importance of nurturing your family culture and underscored that paying attention to human connection has a longer, more sustainable impact on families than focusing solely on passing down financial resources to the next … Continued