News & Insights

Three Ways You Can Support Diversity, Equity and Inclusion While the opportunity to create and sustain wealth has been limited for many people of color,

Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent Passing the reins of the family business is one of the most important challenges that

Institute Spotlight: Dennis Jaffe As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from

In the inaugural issue of the Quarterly Newsletter, you will find a Letter from the Chairman of the Board, Steve Prostano, information about the Online

Between a world of high inflation, rising interest rates and market volatility, families across the country are facing a wide range of difficulties – even

Key Insights from Dentons Family Office Direct Investing Survey Report We are pleased to share that Dentons, the world’s largest law firm, has published its

Institute Spotlight: Stacy Allred As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from

Virtual Roundtable Discussion – The Family Business in Transition: Rethink, Rebalance, Reinvent Thursday, January 19, 2023, from 5– 6:30 p.m. ET Passing the reins of

Roundtable Replay: Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown Fake Twitter accounts, weaponized content, manipulated videos and new sources