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Effective philanthropy is a process of continual learning. An assessment plan will help you define and measure the progress of your partners, your strategy, and the governance and operations of your
The form of your giving must follow the function you intend for your philanthropy. Explore the vehicles and structures available to you and how to determine which best supports your philanthropic
How will you use your resources to achieve your philanthropic purpose? Learn how to consider the context in which you are operating, the role you want to play within that context, and what processes
The onset of remote work and other needs in the family office space have accelerated the pace of growth and change. As a result, family offices are increasingly turning to technology to manage
Good intentions do not make for philanthropic success on their own. Blind spots cost philanthropists—and the causes they espouse—dearly. To make the most of their philanthropic dollars,
Like any other objective, acquiring art is a goal that needs careful planning. To help make the art collector's experience more enjoyable and less risky, this checklist was developed for
Good meetings are a critical block of effective, impactful, and not least of all, enjoyable family philanthropy. This guide explores giving families' strategies, tips, and tools used to ensure
While it is essential to employ the best investment managers, accountants, attorneys, and experts to guard the private wealth, from a multi-generational perspective, it is crucial to think beyond the
Before a hurricane or storm hits, plan in advance by having an evacuation “Grab and Go” checklist, with special considerations made for children, infants, and pets. Continue to follow all
Most business owners know that proper succession planning can help keep their business running strong into the next generation. They understand the importance of creating a plan to prepare heirs and