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Your wealth plan

Browse below for perspective on charitable giving, family dynamics, and wealth transfer.

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A man and woman stand together watching their family

Building a values-based, multi-generation estate plan
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  • Articles
  • Your wealth plan
A couple chooses among three sets of steps

What you can learn from families of significance
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  • Articles
  • Your wealth plan
A woman in her twenties with red hair looks thoughtfully toward the sky.

Rising Gen: Defining financial success in your 20s and 30s
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  • Articles
  • Rising Gen
Different generations discuss family matters in a positive way

Tips for multigenerational family meetings
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  • Articles
  • Rising Gen
A young man leans over his desk and looks thoughtfully out of his office window.

Are you prepared to discuss your family’s wealth?
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  • Convo starter
  • Rising Gen
A curvy road passes over hills

Do you have a financial GPS for life’s journey?
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  • Articles
  • Rising Gen
A family smiles together

How do I get my family interested in philanthropy?
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  • Articles
  • Your wealth plan
A young child holding onto dads finger.

Family history: Learning from the past to inspire your future
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  • Articles
  • Your wealth plan
Hands hold a baby sea turtle

Making a difference: Unusual ways to give back
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  • Articles
  • Rising Gen
Grandparents share family photos

Living values: How can I use inheritance to teach my heirs?
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  • Articles
  • Your wealth plan
Three young ballerinas in a line.

Giving well: How can my philanthropy be more focused and fulfilling?
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  • Articles
  • Your wealth plan
A couple and their dog sit on a dock above their reflection

Your vision for investing
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  • Articles
  • Your wealth plan

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