November 19, 2020 Hit the Big Time? Create a Legacy While Supporting Your Family by Stacie Jacobsen, Anne Bucciarelli, Adam Sansiveri You’ve dreamed of this moment your entire life—the big contract. Now that it’s finally arrived, how can you create a legacy and support your family and community? Athletes & Entertainers, Family Engagement, Philanthropy Likes 0 SHARE Bookmarks
October 22, 2020 The Secret to Divvying Up Assets? Communication by Anne Bucciarelli, Heather George How you divide assets among family members can have consequences in the future—some of them unintended. Be sure to fully explain your intentions in advance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
July 21, 2020 The Secret to Families that Retain Their Wealth? Values by Anne Bucciarelli, Emily Neubert Principles subtly influence our decisions and guide our actions every day. But few of us actively ponder them. Here are ways to explicitly uncover and prioritize your ideals. Business Owners, Family Engagement Likes 0 SHARE Bookmarks
July 02, 2020 What You Can Do to Tackle Social Injustice by Anne Bucciarelli, Emily Neubert, James Thompson Recent national protests have raised society’s awareness about social injustice and systemic inequity. And in today’s interconnected world, even elementary-school-age children have likely seen events unfold in real time. How can you productively explore the issues and engage your family to be part of the solution? Athletes & Entertainers, Diversity & Inclusion, Family Engagement Likes 0 SHARE Bookmarks
June 10, 2020 Lending a Hand from Afar by Emily Neubert, Anne Bucciarelli, Vikram Prasad Donating while distancing seems fairly straightforward. But what if you prefer getting up close and personal? With a little creativity, volunteerism can go virtual, too. Athletes & Entertainers, Coronavirus, Family Engagement, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
May 14, 2020 Life Is Uncertain, Your Estate Plan Shouldn’t Be by Emily Neubert Today’s crisis reminds us that unexpected events can happen at any time. And while there are some things you cannot plan for, your estate is one where you can. Coronavirus, Family Engagement Likes 0 SHARE Bookmarks
May 05, 2020 Are Your Heirs Knowledgeable? by Heather George Most successful individuals plan for the transfer of money and many strive to pass on family values. But there’s a third pillar that cannot be overlooked. What knowledge should you leave your heirs? Athletes & Entertainers, Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
April 20, 2020 Finding Commonality through a Crisis by Andrea Kushner, Emily Neubert How do you safely shelter in place when your children or stepchildren are splitting their time between more than one household? By planning with your co-parent. Coronavirus, Family Engagement, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
April 06, 2020 Longevity and Legacy: Maintaining Relationships in the Age of Social Distancing by Tara Thompson Popernik, Heather George Tight, enduring relationships are a strong predictor of happiness. But how can you nurture these bonds with family dynamics shifting under “shelter-in-place”? Coronavirus, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
November 11, 2019 Philanthropy in Motion by Anne Bucciarelli Put philanthropy in motion year-round by engaging heirs in the family’s values and charitable interests. That way, everyone can be involved in giving back throughout the year. Athletes & Entertainers, Family Engagement, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
May 29, 2019 Are Your Heirs Engaged? by Heather George, Anne Bucciarelli Not ready to share the full details of your assets, yet you know you need to engage and prepare the next generation? Use philanthropy as a conduit to get the next generation involved. Athletes & Entertainers, Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
February 12, 2019 Are Your Heirs Prepared? by Heather George, Anne Bucciarelli Planning for transferring wealth to the next generation often focuses on maximizing the amount of wealth. But handling substantial financial assets can be a complex undertaking. Are your future family leaders equipped for the challenge? Athletes & Entertainers, Business Owners, Family Engagement, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
February 07, 2019 Stocks, Mutual Funds, or ETFs —Uh? by Anne Bucciarelli Do you want to start saving by investing in the stock market? Are you, for the first time, tasked with making decisions about your investment dollars? Then this guide is for you. Athletes & Entertainers, Education, Family Engagement, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks