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Ideas

We are specialists in helping families who share assets to successfully manage the joining of their emotional and financial lives. Our team addresses the difficult questions that emerge from the shared risks and opportunities that define family members’ lives together. By leveraging our resources—experience, processes, and tools—families are able to thrive in the present as they plan for the future.


Books & TOOLS


We are specialists in managing the risks and opportunities that exist at the intersection of economic and emotional concerns for the family. Aspects of our thought leadership are made available for purchase through books and tools.

Posts in forbes Magazine


Fredda Herz Brown, PhD is a contributor to Forbes Magazine, where she covers issues on sustainability, resilience, and entrepreneurship in family-run enterprises.

Articles and case studies


Through a collection of articles and case studies, we explore the difficult questions that can impact families with shared assets and offer insight into how they can better manage both their risks and opportunities.

 

Videos


An ever-expanding library of thought leadership on a range of topics focused on the difficult questions that emerge from the shared risks and opportunities that define family member’s lives together.

The XX Factor: A Framework and Guidebook for Improving the Lives of Women and Girls


Rebecca A. Meyer was Project Co-Director at the Center for High Impact Philanthropy at the University of Pennsylvania, and one of the authors of this guidebook for social impact investors.