Our Resource Hub is an ever-growing abundance of videos, podcasts, articles, tools, and more
for our Advisor Members. With over 150 resources available, we hope that this guide will inspire
you to explore the resources most helpful to you and your client-families.
This article guides members of the rising generation in building the financial understanding and confidence needed to engage thoughtfully in conversations about wealth, even without full visibility into the details. It outlines key areas of financial literacy and offers practical prompts to help individuals move from passive awareness to active participation and responsible stewardship.
This guided conversation tool helps advisors capture the story behind a family’s wealth by focusing on the decisions, challenges, values, and relationships that shaped it. By preserving this wisdom, families can pass on not just financial assets, but the mindset and perspective needed for intentional, multigenerational stewardship.
Drawing on insights from a Family Business Survey, this article explores the key factors that help family enterprises thrive across generations. It highlights the importance of shared purpose, thoughtful governance, RisingGen preparation, and adaptable leadership in sustaining both business success and family cohesion over time.
