Family Wealth Advising
Wealth 3.0: The Future of Family Wealth Advising - by James Grubman, Dennis T. Jaffe and Kristin Keffeler
Written by pioneering leaders in the family wealth advising field, these authors recognize the shift in how families and their advisors are thinking about legacy planning and family engagement in the process. Their tone of optimism moves the conversation away from fear of failure in preserving and growing family assets to that of empowerment across generations. The case study and recommendations are relatable and attainable in implementation.
Trends + Data on Child Well-Being
2024 KIDS COUNT Data Book - The Annie E. Casey Foundation (30 minute read)
The Annie E. Casey Foundation just released its latest data set on child well-being. We always look forward to reviewing the new report, as it serves as an invaluable reference helping our clients understand needs in their respective communities. Additionally, the Foundation's Data Center offers a dynamic view into a variety of issues impacting a child's well-being.
Empowering U.S. Citizens
Generosity: Revitalizing Democracy Together - The Aspen Institute (48 minute listen)
This panel discussion took place at The Aspen Ideas Festival in July. David Brooks of The New York Times, Xavier Jennings of the Mile High Youth Corps YouthBuild, and 2024 Bezos Scholars Kamar Sati and Hanna Corona discuss youth volunteerism, the notion of generosity from a next gen perspective and the fundamentals of building community and connections. The nonprofit community and philanthropy are at the heart of the conversation.
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