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If you have any questions or concerns, please use the contact information provided in this email as this inbox is not monitored for replies.
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For family business owners, preparing the next generation to someday join your business is an important goal. Teaching children the financial skills required is a key first step.
Our partners at Fiduciary Trust International understand the benefits of educating the next generation so children are ready and able to carry on your legacy. In fact, Fiduciary Trust has identified a link between financial education and philanthropy that can be helpful to you and your family.
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Exposure to philanthropic work can build confidence, professional connections and cultural awareness. Philanthropy offers lessons in money management and organization. It provides a hands-on way to build business and financial acumen. It also enhances professional skills, such as communication and accountability.
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Getting your children involved in philanthropy is an ideal way to build a range of skills in your children while supporting your community. Encouraging them to volunteer, letting them recommend organizations your family can support and helping them make their own donation decisions are just a few ways to get them started.
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Since our founding in 1931, we have delivered holistic, highly personalized solutions to families and institutions. We have grown exponentially since those early days, but we still focus entirely on preserving, growing and transferring wealth through personalized investment management and tax-efficient estate planning. We are a fully owned subsidiary of Franklin Templeton, a $1.4 trillion asset manager. While we are part of one of the largest wealth managers in the world, we operate as an independent and nimble firm. This means we combine the personalized service of a boutique wealth manager with the extensive resources that come with being part of a global investment leader. Everything we do is with your best interests in mind and is tailored to your specific circumstances. As a fiduciary, our focus is always on you. We do not manufacture products or make money in any other way, so our advice is unbiased and free of conflict.
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Interested in learning more about Fiduciary Trust International’s philanthropic services and how they can help your family? Explore more of our insights
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Upcoming Events
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September 20: Annual Meeting, Roundtable Discussion, Washington, DC
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September 27-29: Family Business Legacy & Wealth Conference Family Business Magazine, Dallas, TX
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October 11: California Family Business Association( FBA-CA), Orange County, CA
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October 12: South Dakota Trust webcast
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Sign-Up For New Podcast: "Voice of Family Business on Capitol Hill" with host Pat Soldano.
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Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
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We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…
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As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.
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The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.
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About Policy and Taxation Group
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Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them. Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.
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Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].
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Policy and Taxation Group Strategic Partner
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