This guide will help wealth and legal advisors identify those scenarios where a private foundation may be the right solution for their clients’ planning needs. It looks at investment planning, tax and estate planning, and charitable planning. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice.
Resources tagged as: "Foundation Investments" Clear
Learn about several strategies private foundations can employ to reduce their tax liability and preserve the value of their endowments.
A basic guide to managing a well-run foundation.
Using the private foundation’s investments to generate a positive social or environmental impact in addition to providing a financial return.
Special considerations must be taken into account when investing a foundation’s assets in or funding a foundation with privately held stock.
This whitepaper offers insight into year-end opportunities and potential pitfalls for advisors working with high-net-worth and ultra-high-net-worth individuals and families. It also offers practical advice on how to avoid these common pitfalls and broaden and deepen your client and prospect relationships at this critical time of year.