Preserving Family Wealth and Unity with a Private Foundation

Categories: News

For families of means, there are plenty of reasons to establish a private foundation: tax savings, control over assets, and the ability to give back using a broad range of philanthropic capabilities, such as program-related investments and grants to individuals. But for many clients, the most important benefits of a foundation are to ensure that the next generation will be responsible stewards of their values and wealth.

This article, by Foundation Source Chief Marketing Office Hannah Shaw Grove, appeared on “Advisor Perspectives” March 15, 2021.

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