PHILANTHROPIC OVERSIGHT AND PRIVATE FOUNDATION ADVISORY

We assist with your family philanthropy, including foundation management, personal giving, proper structuring, and complex compliance issues relating to private foundations.

We assist in the structuring of the proper charitable vehicle (e.g., donor advised funds, private foundations) as well as placing the necessary insurance coverage for directors and officers.

We assist you in your foundation governance and selection of the board members. We work with you to avoid any conflicts of interest issues with disqualified persons, jeopardizing investments and excess business holdings.

We advise you on minimizing the tax on net investment income and taxes on undistributed income. We maintain proper records to meet IRS reporting requirements. We facilitate discussions with family members and the foundation board on multigenerational objectives.