Rod Zeeb

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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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  Join the Conversation During Heritage Planning Month

  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.

• 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...

• Accounts That Keep On Giving

  By Robert Scott Martin  |  January 1, 2009

  More advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...

• 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...

• PASSING IT ON

  By Olivia Mellan  |  November 1, 2008

  The only people who are certain that inheriting wealth will solve their problems, I suspect, are those who have never been wealthy. Quite often, a...

• Children and Wealth

  By Mark Francis Cohen  |  October 1, 2007

  Last year, Warren Buffett's granddaughter, Nicole Buffett, made a baffling admission. The young woman in the green turtleneck sweater and long silver earrings sat on...

• Getting more out of giving back

  By David Port  |  August 1, 2007

  Here's a brainteaser: What's the point to an advisor recommending a charitable giving maneuver to a client when executing that maneuver ultimately will reduce the...