0       0

Conference on Tax Strategies for the High-Income Individual 2015


When Family Office Meets Philanthropy


May 18, 2015 3:15pm ‐ May 18, 2015 4:30pm

Description

Using a case study approach, the speakers will introduce you to a sample family
office and guide you through issues the family office faces in supporting the
philanthropic needs of the family it serves. This session will cover:
• Implementing systems that effectively support philanthropy and avoid
impermissible activities
• How the family office can support tax-efficient charitable giving of non-cash
contributions
• An examination of concerns around sharing of facilities and staff with
charitable entities
• Co-investment challenges between family members and philanthropic
vehicles (donor-advised funds, private foundations, others)

Speaker(s):

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content