Researchers from the Bank for International Settlements delve into why some companies remain private and how well the philosophy has worked for them. While control seems to be a key factor in companies remaining private, research by BIS shows privately held companies operate as efficiently as those that have gone public.
In an era of globalization, corporations may continually find themselves exposed to potential abuses. Thoughtful investors, who recognize the social and business implications of a company's human rights policies, will have a better understanding of both the risks and opportunities to which a company may be exposed.
Companies that are responsive to the changing economic, social and environmental landscape, brought about by trends related to climate change, will create opportunities (that will not come without challenges) to grow their businesses and, in turn, create wealth for their stakeholders.
Independence, freedom, the ability to choose their own destiny and focus on giving back to their community are the things that motivate extremely affluent women. The ability to pursue work they are passionate about, develop their personal strengths and be of service to those less fortunate make today's wealthiest women happy and fulfilled.
The charitable lead trust can be used effectively for the ultra-wealthy to pass property, at death or during life, to charity and family members. The trust is particularly effective for individuals who want to address their charitable interests and also set aside money for future generations' medical, educational or other needs.
Social campaigning, or advocacy, can bring societal wrongs to light and better humanity. But how can a charity or social group raise government and individual awareness of a societal problem enough to help many people in need and give a voice to the disadvantaged? This report from New Philanthropy Capital offers guidance for charities and their don...
Individuals give to charitable causes with hopes that they are making a difference. Unfortunately, they rarely are given enough information to assess the success of individual programs. This white paper from Newdea discusses how donors and non-profits can work together to create a standard platform for information so that both know which programs a...
Family businesses are perceived as having endemic problems, such as governance and succession issues, but their strengths – long-term perspective, stable leadership and strong identity – can give them a competitive advantage. This report from Barclays Wealth examines how family businesses are faring in today's challenging economic, financial and op...
Despite its challenges, the current economic environment offers opportunities that can benefit family-owned businesses. This article from the Beringer Group encourages family businesses to consider the possibilities that may exist in acquisitions, corporate restructurings, internal buyouts, succession planning and estate planning.
Companies that manage their people, or talent, successfully are in good position to weather volatile times and emerge in better shape than ever. Deloitte offers suggestions beyond downsizing to align short-term budget-trimming needs with companies' long-term personnel strategies and overall business objectives.
Bank of America's 2008 study of philanthropy offers a closer look at giving, including reasons why ultra-wealthy families give to charity and how much they give, why families stop giving, how they transmit charitable values to their children and the types of philanthropic advice they seek from advisors.
Charities submit grant proposals; funders read the proposals and decide where to make their contributions. Both groups benefit when grants are structured to create the greatest positive impact and make prudent use of available funds. In this paper, New Philanthropy Capital looks at what makes grants successful and how they can be structured best.
The new administration has turned 2009 into a year of changes in state, gift and income tax laws – and more changes are expected before the year ends. Credit Suisse Securities (USA) provides an update on the extension of the IRA charitable rollover as well as changes to the gift tax annual exclusion, the generation-skipping transfer tax, and family...
As high-net-worth investors discuss plans for charitable giving and investing with their financial advisors, it is absolutely crucial for them to be on the same page in terms of the outcomes desired, both financially and philanthropically. For this reason, advisors and their clients need a set vocabulary of terms going into the first meeting. Only ...
We often think of Thanksgiving and Giving Tuesday as ushering in the year-end charitable giving season. Year end is not only a time for gratitude, as families gather for the holidays, but also a time to start organizing financially for the close of the calendar year. But year-end giving does not need to be short-term giving. So even as you strive t...