June 29, 2021—For many family business owners, the company they developed and grew over the years has shaped their identities, given them purpose, and may have been the catalyst for keeping their families together. Following the sale of a family business, some may feel a sense of loss and perhaps even regret, unsure about what to do next.
December 22, 2020, GEM 29 — Over this past year, many families have grappled with topics from the pandemic to politics, perhaps disrupting family harmony. With the uneasiness that 2020 presented, has your family defined a concise purpose for the new year that drives goals? In today’s podcast, Family Legacy Advisor Jerry Inglet discusses both the importance of establishing your family’s purpose for 2021 and how to supplement it with the development and use of a family motto.
June 30—Current day circumstances are prompting college students to possibly pivot from their pre-COVID-19 plans in ways that explore alternate possibilities and protections—all of which can be framed by asking the right questions in this moment.
Implement the comprehensive college admission strategy that works best for you. Both you and your student should be well-prepared before it’s time to begin the college application process. Developing a college planning roadmap will help you avoid the anxiety of a high school senior year crunch.
Like any financial goal, planning in advance for the cost of higher education is key. Families need to feel confident their student is getting the right academic experience at the right cost.The appropriate funding strategy can differ widely depending on both student academics, family finances, donor priorities, and unforeseen possibilities.Parents and grandparents alike have many options to assess when determining how to pay for college and higher education.