Merrill Center for Family Wealth®
The Merrill Center for Family Wealth® provides insights and resources based on research and experience for individuals or families who are navigating the complexities of wealth. The Merrill Center for Family Wealth empowers ultra-high-net worth families to define the purpose of their wealth and to be intentional about wealth's impact on themselves, their families and their communities.
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To learn more about the Center's approach and programs, view our series of videos.
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The gifting dilemma
Moving beyond all-or-nothing thinking to gift with intention
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Pulling Back the Curtain
Wealthy families open up about money, relationships and decision-making
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Turning Up the Lights
A Progressive Approach to Wealth Disclosure
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Bridging the digital divide
Four essential strategies to equip children for financial literacy in the digital age
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Prosperity in Partnerships
A practical guide for couples navigating wealth together
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Charting the course
1,000 rising-generation family members voice their top priorities and challenges
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Achievement culture and the rising generation: What do families need to know?
A Conversation with Jennifer B. Wallace
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Financial education handbook
Practical ideas to engage the rising generation
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Fair, Equal and Equitable
A guide for families navigating gifts, estate planning services and inheritance
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Empowered
Three essential traits to support flourishing in the rising generation
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Navigating wealth in a blended family
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A guide for navigating newly created wealth
Finding your way in the land of wealth
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The family philanthropic journey: Engaging family in shared charitable giving
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Core practices for navigating family wealth with intention
While every family will develop their own approach to how they relate to wealth and navigate decisions, here are five core practices that help families think through how they can best use their wealth with intention.
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Lessons In Governance
Understanding how families build their capacity to make informed, effective decisions that can help guide the successful transfer and sustainability of wealth across generations.