Letter of Wishes Samples
These sample Letter of Wishes are meant to be an example of how LeadingGen family members can provides guidance to trusted advisors, guardians, and/or…
Tag: engage
Legacy Message Samples
These three sample Legacy Messages are meant to be an example of how LeadingGen family members can communicate the values and intentions of their esta…
4 Tips for Millennials Coming Into Family Wealth
This article, written by Dr. Richard Orlando, outlines 4 tips to help millennials prepare for the opportunity and responsibility of wealth.
First Generation+ Mindset
This video explains how a Rising Generation family member can build a First Generation+ Mindset - living empowered and engaged as stewards of their fa…
First Gen+ Mindset: Assess Your Readiness to Empower Your RisingGen
This tool helps families with adult/young adult children assess their mindset so they can then develop a strategic plan to prepare and empower them to…
Considerations for Family Business Transition
Consider this checklist, and the prompting questions below, as a thought starter when it comes to planning for your business transition.
TIG Talk – A Script for Your Next Family Conversation
This video describes a scripted conversation designed to help parents and their adult children connect and communicate.
Multigenerational Conversation Guide
This activity offers a guide to help family members have conversations around investing perspective and mindsets.
Thanksgiving – A Great Time to Integrate the Rising Generation into your Philanthropy
This article discusses opportunities to engage with the RisingGen during the holiday season on topics surrounding philanthropy.
Reflections of a NextGen’er
This reflection was written by Kristen Heaney, a second generation family member who stepped into family leadership roles at a young age after her fat…
The Bottom Line
In this video, Dr. Richard Orlando recounts a family meeting he was a part of and outlines what he shared with the family as being the most important …
Super Special Family Tree Project
This print-and-play supplemental activity invites you to make a family tree with a young person after reading Kristen Heaney's children's book.
