Heritage Institute

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  Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors

  By Olivia Mellan  |  November 20, 2012

  Adopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."

• A Novel Approach

  By Ellen Uzelac  |  May 24, 2012

  Never heard of heritage planning? You will, if advisor Cam Thornton has his way.

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  Heritage Planning, Pt. 2: The Future of Your Clients’ Families

  By Cameron Thornton, The GenUS Collaborative  |  December 5, 2011

  A comprehensive solution to closing the gap in family heritage planning.

• The Role of Multigenerational Retreats

  By Olivia Mellan  |  October 1, 2010

  As I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...

• Experiencing the Power of Philanthropy

  By Olivia Mellan  |  December 1, 2008

  A family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...