I was recently invited to share my perspective at the annual conference of the Purposeful Planning Institute. This gathering features professionals with backgrounds in wealth management, trust and estates planning, family offices, legacy planning, philanthropy and more. Participants generally serve … Continued
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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
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
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
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