
White Papers
Private foundations must abide by certain tax rules, and when they get into trouble, it’s often because they’re unaware of the laws or uncertain of…

Articles
As you’ve likely discovered in your work with wealthy clients, some topics are deeply personal and warrant further exploration to bolster your understanding of them…

White Papers
95% of high-net-worth individuals actively give back to society, largely through traditional philanthropy.* As an important part of their wealth planning, they look to you,…

White Papers
When families and their advisors contemplate establishing a charitable vehicle, they often compare and contrast the advantages of private foundations and donor-advised funds (DAFs). However,…

Brochures
Everything you need to run your foundation, efficiently and effectively, ALL UNDER ONE ROOF. FOR EVERY FOUNDATION CLIENT, WE PROVIDE COMPLETE ADMINISTRATIVE SUPPORT; an…