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Based on “The Stanford PACS Guide to Effective Philanthropy” and “The Philanthropy Toolkit: An Introduction to Giving Effectively,” this Schwab Charitable Giving Guide
The rapid downfall of Silicon Valley Bank (SVB) set off a wave of uncertainty and fear in the markets. Actions have been taken to provide relief for SVB depositors and the global markets, including
The Silicon Valley Bank (SVB) collapse marks the largest receivership since Washington Mutual failed in 2008. While the FDIC and the Treasury Department have since stepped in to ensure that all
When a family member requires financial assistance to meet distinct goals, turning to the family office as a family bank can be an effective borrowing vehicle that offers both flexibility and
As a general counsel in the Family Office space, Nate Christensen speaks on the growth of direct investing by family offices, the competitive advantages and challenges for them, and advice for family
Taking retirement account distributions prior to age 59-1/2 is often seen as an off-limits option for many account owners. However, using the IRC §72(t) payment exception can be a helpful tool
The widely anticipated SECURE 2.0 Act of 2022 became law in December 2022 as part of the omnibus spending bill passed by the U.S. Congress. The legislation outlines a wide variety of updates to
While investor attention is on the Fed, changes at the Bank of Japan might bring shifts to the economic environment, impacting the global markets.
With cyberattacks increasing every year, it’s critical to be cyber ready. While implementing individual security tools is one element of building a ‘cyber dam,’ it is not enough to
When considering that only 20% to 30% of businesses that go to market will actually sell, it’s important to know the factors that impact a business valuation. By applying a value