Sample Shared Values Statements & Word Cloud
Review these sample shared values statements when working with your clients on how the incorporate their values into their estate planning
Tag: pro engage
Struggling Vines Produce the Best Wine
This article outlines how parents can help their children to flourish by avoiding either end of the suffering-continuum, and allowing their children t…
Financial Confidence Tool
Invite clients to complete this brief survey so you can better understand their current level of acumen related to the oversight of their resources.
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…
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…
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.
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.
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 …
10 Next Steps for Families Ready to Engage in Philanthropy
This resource details actions and considerations for families who are interested in engaging in philanthropy.