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Legacy in Family Philanthropy: A Modern Framework Workbook
National Center for Family Philanthropy
Through interviews with dozens of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates to values-driven giving and a
Exploring the FTC’s Aggressive Effort to Limit Employment Agreements
Holland & Knight
Consumer Protection Attorney Anthony DiResta takes a look at the Federal Trade Commission's proposed rule to ban non-compete clauses in employment agreements. Mr. DiResta analyzes wide-ranging
Ten Minute Interview: Business Succession Planning
Foley & Lardner
Drawing examples from HBO’s hit show Succession, where the members of the wealthy Roy family each vie for control of their family-owned business, attorney Stephanie Derks of Foley & Lardner
Why the Modern Family Office Matters
Mutual Trust Pty Ltd.
Wealthy families have a significant positive socio-economic impact around the world, but lasting impact depends on those families prospering for generations. This is not guaranteed, however, and more
Unveiling the Top Areas of Venture Capital Investment in 2023
Foley & Lardner
While there has been an ongoing slowdown in venture capital funding for startups, the slowdown appears to be leveling and suggesting that the market may be normalizing. Furthermore, investors are
Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose
National Center for Family Philanthropy
The explosion of the use of philanthropic vehicles, coupled with massive intergenerational wealth transfer, means that affluent families are giving in more ways, both collectively and individually.
Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose (the Executive Summary)
National Center for Family Philanthropy
Through a survey and series of interviews with members of 20 U.S.-based, multi-generational family philanthropic systems, researchers found that as families evolve, they face common dilemmas
Determining the Right Price: A Wealth Management Cost Framework for Families
Cambridge Associates
For families with substantial diversified portfolio investments, costs are an important consideration when devising an overall wealth management strategy. While there are a range of cost estimates
Why Engaging a Corporate Trustee Could Benefit You and Your Family
Glenmede
Choosing a trustee is a major decision—one that may impact you and your family in many ways for generations to come. Essentially, when you establish a trust for the benefit of others, you are
Gender Equity Investing in Active Management: A Broadening Approach
Glenmede
Gender equity investing seeks to invest for financial return while promoting gender diversity throughout the workplace. Though most public market strategies have remained focused on “women in