The Family Foundation
Nov 05, 2020•1 hr 9 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
As we have already discussed a bit about the Family Bank and the Family Office, we will be talking about the Family Foundation. We will discuss:
◦ Who needs this and why
◦ How does this impact financial services and products
◦ Donor Advised Fund vs. Private Foundation
◦ Social Capital vs. Family Capital
◦ Charitable Intent vs. Tax Incentives
◦ Next Generation Training
◦ Keeping control of assets after a client passes
◦ How to set up and operate, funding, gifting & valuation issues
For the best experience, listen in Metacast app for iOS or Android