About the Author
Cameron Thornton, The GenUS Collaborative
Cameron Thornton is a member of The GenUs Collaborative, a special group of professionals that have studied at and are connected with The Heritage Institute. Cam helps financial advisors and allied professionals bridge the gap between traditional financial planning and the hopes and dreams that parents and grandparents have for their family to be unified, productive and healthy for many generations. To achieve that goal, Cam helps families learn to identify what matters most to them, how to work together, and how to equip succeeding generations to deal with the responsibilities and opportunities of both the financial and the emotional inheritances they will receive.
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By Cameron Thornton, The GenUS Collaborative |
May 1, 2012
During May—Heritage Planning Month—there are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.
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By Cameron Thornton, The GenUS Collaborative |
April 18, 2012
The Family Bank: how to build it; what it accomplishes for each family.
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By Cameron Thornton, The GenUS Collaborative |
March 23, 2012
In the seventh column exploring the concepts of heritage planning, how an advisor can foster healthy and productive family dynamics.
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By Cameron Thornton, The GenUS Collaborative |
February 29, 2012
A key part of the family governance process: holding a family event called Heritage Day.
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By Cameron Thornton, The GenUS Collaborative |
February 2, 2012
To create true multi-generational planning, you have to have the right advisor team and engage your client to define a shared vision. Here's where to start.
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By Cameron Thornton, The GenUS Collaborative |
January 13, 2012
For your consideration: the process of creating a family’s living chronicle for the client and the client's family—a heritage statement
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By Cameron Thornton, The GenUS Collaborative |
December 16, 2011
Presenting a unique kind of interview process to help couples and families—your clients—identify their family’s unique values
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By Cameron Thornton, The GenUS Collaborative |
December 5, 2011
A comprehensive solution to closing the gap in family heritage planning.
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By Cameron Thornton, The GenUS Collaborative |
November 17, 2011
In the first of a series of postings, Cam Thornton explains the concept of heritage planning, and goes beyond the buzz to explain the value of preparing families to inherit more than just money.