There are plenty of reasons to consider establishing a private foundation: tax savings, control over assets, and the ability to achieve philanthropic goals using creative techniques such as Program-Related Investments and grants to individuals (just to name a few). But there’s one other reason that is prized by many of our clients: family engagement. A foundation can enhance family engagement by helping you:
The information provided in this document is for general information purposes only, and does not constitute legal, tax or investment advice.
Forge a Family Identity