Elements of a Successful Family Foundation

Overview

A family foundation is a wonderful vehicle for realizing many family goals: expressing values, teaching and sharing family values, working together on something worthwhile, learning more about and keeping in touch with other family members and giving something back to the community. If approached from a perspective other than tax advantages, the family foundation can be a satisfying and even joyful joint effort that brings together more than one generation of far-flung relatives.

Advisor Thinking