The Family Foundation
Update: 2020-11-05
Description
As we have already discussed a bit about the Family Bank and the Family Office, we will be talking about the Family Foundation. We will discuss:
◦ Who needs this and why
◦ How does this impact financial services and products
◦ Donor Advised Fund vs. Private Foundation
◦ Social Capital vs. Family Capital
◦ Charitable Intent vs. Tax Incentives
◦ Next Generation Training
◦ Keeping control of assets after a client passes
◦ How to set up and operate, funding, gifting & valuation issues
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
