Welcome to the Family Forum Library

We hope you enjoy these articles and videos brought to you by our featured speakers or related to topics being featured in our Family Business Forums.

John A. Warnick: "Generative Trusts & Trustees: A New Paradign for Trust Design and Administration" - 2018 Purposeful Planning Institute and John A. Warnick Created for the Cox Family Enterprise Center;
Posted March 30, 2018

Money & Soul
Health: The Fifth Dimension of Family Wealth
by Courtney Pullen and Kristin Wehner; Journal of Financial Planning, December 2007 
Posted March 12, 2018

John A. Warnick: March 20, 2018 - Purposeful Trusts and Gifts - The Better Way
ARTICLE: "Chapter 2: The Human Side of Planning – Finding Simple But Powerful Ways to Make Trusts & Gifts More Meaningful and Memorable; from a manuscript of a book John L. Warnick is writing on Purposeful Trusts & Gifts"
Posted March 1, 2018

Check back often as we add to our collection.