The Center applies insights from research and our experience working with a multitude of families to help clients address top family wealth dynamics and governance questions and concerns. Our work is anchored in customized education, guidance and facilitation for individuals, families and peer groups.
Educating and empowering rising generation family members is a top priority for many families. We offer qualifying clients access to subject matter experts on a range of topics concerning sustaining family wealth and values and sharing insights on how other families approach similar challenges. Our dynamic Financial Boot Camps are developed with leading institutions, such as the University of Pennsylvania Wharton School, the UCLA Anderson School of Management and Georgetown University McDonough School of Business.
Family governance tools and guidance
Significant wealth brings substantial opportunity and complexity. We provide tailored thought leadership, resources and insights to help you navigate key family wealth dynamics and governance topics of interest. For qualifying families, our team is available to help provide guidance and facilitation for values-based discussions and family meetings.
- Defining core values and operating principles
- Communicating about wealth with family members
- Fostering skill-building in the rising generation
- Creating guidelines for shared decision-making