As part of our three-part video series on gifting strategies for high-net-worth individuals and families, learn about some of the most effective ways to support your favorite charity. The strategy that is right for you will depend on your giving and personal financial goals, the assets you wish to give, and the complexity you are
As part of our three-part video series on gifting strategies for high-net-worth individuals and families, learn how you can fulfill your family’s philanthropic goals through a private foundation. Creating a private foundation allows a family to develop a family philanthropic mission and leverage the tax deductible nature of charitable gifts.
Learn three best practices to help families overcome fears of demotivation. Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members. The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen