Philanthropic giving is a common goal for many individuals. The choice to give is often fueled by the desire to unite the family and establish a legacy with their favorite charitable causes. Other times, a significant shift in wealth (due to retirement or selling a...
As generational wealth transitions from founders to heirs, family offices face a pivotal challenge: remaining relevant and resonant with the next generation of trust beneficiaries. How well does the family office know the dreams and goals of the next generation of...
