Webinar Recording: Family Meetings

group of people standing near white building

For a family to keep and grow its wealth over generations, family cooperation is essential. Every member of the family should understand and participate in the family’s goals and long-term plan. This webinar addresses the dynamics of running a family meeting and possible topics including finding your family’s purpose and educating family members in basic […]

Webinar Recording: Leaving a Legacy Beyond Inheritance – Part 2

man in blue dress shirt beside woman in black jacket

An old saying, “shirtsleeves to shirtsleeves in three generations,” suggests that many families that come into wealth lose it again before long. But the proverb doesn’t have to be destiny. This webinar addresses teaching financial literacy to younger generations, identifying blind spots, and developing a family owner’s manual. Josh Kanter, who also presents in part […]