Open forum will review the merits of different frameworks for attorneys, wealth advisors and family donors interested in assessing the best charitable vehicle.
First-of-its-kind program extends the scope of private foundation philanthropy by providing immediate financial assistance to families in danger of foreclosure.
Industry-Wide Cost Savings of More Than $800 Million Feasible Through Use of Outsourced Administrative Services
Recently completed study confirms significant reduction in operating costs for foundations outsourcing their back-office, technology and support service requirements.
Prestigious High-Net-Worth Industry Award Recognizes Company Achievements in Helping Establish Strategic Philanthropy as a Core Component of The Successful Private Wealth Offering