Category: Strategic Planning
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Private Foundation Governance
Private foundation governance is an important topic for families with multi-generational wealth. This post describes what a private foundation is and how responsibility can be transitioned to next generation family members. Legal Definitions Private foundations can issue tax receipts for donations, make gifts to other registered charities, and manage an investment portfolio. Private foundations are…
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Not Just Money
This post will explain why your financial legacy is more than just dollars and cents and outline how you can cement your legacy with a wealth management process.