Wilmington Trust’s Brian Oard and Alvina Lo sat down with Doug Mancino, a Partner with Seyfarth Shaw, at the 2018 Hawaii Tax Institute Conference to discuss the factors families should consider when establishing private foundations and preserving their charitable legacy.Issues Facing Private Foundations Charitable Legacy Please see important disclosures at the end of each video.
The establishment of a family office is an excellent way for an affluent family to manage their wealth and transfer it from one generation to the next. Wilmington Trust’s Brian Oard and Alvina Lo sat down with industry experts at the 2018 Hawaii Tax Institute Conference to discuss the factors to consider when establishing a family office.
Like any financial goal, planning in advance for the cost of higher education is key. Families need to feel confident their student is getting the right academic experience at the right cost.The appropriate funding strategy can differ widely depending on both student academics, family finances, donor priorities, and unforeseen possibilities.Parents and grandparents alike have many options to assess when determining how to pay for college and higher education.