Search Results

Though the challenges to successful wealth transfer across generations may seem overwhelming, they can be overcome. Within the framework of open and honest communication and education, preparing the next generation for life with wealth can increase the probability that the wealth sustains, grows, and benefits many future generations. Along with fiv...

Britain's new reduction of capital procedure provides a flexible and inexpensive way for family-owned businesses to restructure or return value to shareholders. This report from Withers provides practical examples of how the procedure can be used in paying dividends, demergers, share buy-backs as well as paying up unpaid amounts on shares and disso...

This article reports on Philip Richards, a wealthy entrepreneur who has given away to charity half his 8 million pound salary.

The authors discuss the impact of the addicted client on the emotional well-being of financial planners. They explore how to recognize the signs of addiction, seek competent assistance, and support recovery including what works for improved treatment.

Proper asset allocation and estate planning is often the best gift to children who have neither an interest in, nor propensity for, running the family business. Sale of the family business is usually a once-in-a-lifetime chance to achieve meaningful liquidity, and well-qualified advisors can add much more in transaction value and stress relief tha...

Why, when and how legal and financial advisors counsel their clients around their charitable giving options has important implications for the donor, for the gift planner, for charitable organizations and for society. The author makes a series of recommendations on how the advisor-client relationship can best be structured in the interests of both.

A panel of senior advisors and gift planners discusses the best methods for starting a discussion of donors' and clients' philanthropic goals.

According to research conducted by JPMorgan Private Bank's Advice Lab, almost one in three family-owned businesses has experienced some form of liquidity event over the last 12 years. An outright sale or a merger or initial public offering has major implications for businesses that may have been family-run for generations. The analysis highlight...

This issue paper focuses on the principles, practices, and policies of family governance. It aims to help philanthropic families understand the theory and practice of effective family governance.

This article addresses the complex U.S. tax rules governing cross-border grant-making by private foundations.

A discussion of pre-nuptial, post-nuptial or cohabitation agreements.

Ecological agriculture is pre-programmed to generate superior climate change performance as measured by soil organic matter, biodiversity, carbon sequestration and materially reduced GHG emissions. This also generates significant opportunities for creating additional and attractive income streams from environmental markets, according to new researc...

Businesses worldwide are increasingly using social media networks to advertise and communicate with potential customers and constituents. Regardless of whether a business is using social media, its employees certainly are. Here are four reasons to establish rules for how employees use social media sites.

Philanthropically minded families are vulnerable to the misuse of the personal financial information contained in mandatory filings that become public. However, these families are not defenseless; by following the best practices in this paper, they can greatly reduce the likelihood of being victimized.

Clarifying donor intent at the outset of any conversation regarding charitable giving, and properly documenting that intent, will help both parties feel good about giving and receiving. To avoid confusion after a gift is made and to prevent costly proceedings when the intent of a gift is insufficiently documented, here are a few practical tips to g...