Legacy Planning Podcast
This two part audio series answers the question "What is legacy planning?" and outlines the role of spiritual capital.
Category: Pro Plus
Family Genealogy and Your Family Legacy with Keira Murphy
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Legacy Planning Podcast: Money and Happiness
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Family Business Mistakes
This article identifies three common mistakes made in family business: lax policies, avoiding succession planning, and fixed mindsets.
When to Communicate About Family Wealth
This article guides families through conversations with each other on family wealth.
Getting Family Involved in Philanthropy
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Engaging the RisingGen in Financial Education
This article discusses the importance of educating your children about money and indicates key opportunities found in day-to-day life for engaging the…
A Share and Tag Activity – Connect with Your Family Using Conversation Cards
This activity aims to deepen connection and family unity across generations.
3 Biggest Mistakes in Family Business
This video highlights lax policies, avoiding succession planning, and fixed mindsets as common mistakes made in family business.
Purposeful Travel
This video outlines how a family can utilize travel and vacation to help educate one another on their family wealth and philanthropy.
Panel: Non-profit Execs Share Advice for Donors
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