0       0

AICPA ENGAGE 2018


EST1837 - When Family Office Meets Philanthrophy


Jun 13, 2018 1:45pm ‐ Jun 13, 2018 3:00pm

Description

A case study approach to issues that arise when family office meets philanthropy. Jane and Eric 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. Including:

• 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

Learning objectives include:

• Informing participants, through a case study approach, on issues impacting family offices in certain philanthropic situations

• Educating participants to identify (and mitigate) identified issues

Speaker(s):

Tags: EST

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