Posts tagged to 'Investment issues'

Celebrating the privileges of family philanthropy: Happy Holidays!

Posted by Virginia Esposito on December 15, 2010

It was about this time last year that I received a phone call from a very worried trustee of a family foundation. On behalf of her Board she had contacted her investment advisor to alert him to the fact that the trustees were concerned about all the nonprofits in her community....

Managing relationships with your legal, financial, and investment advisors

Posted by National Center for Family Philanthropy on September 15, 2010

This month’s Ask the Center features answers to questions on managing relationships with your advisors from Patricia Angus, the founder and CEO of Angus Advisory Group, a philanthropy and family governance consulting and educational firm based in New York City. Patricia was a featured speaker on the...

On the phone with... Robert Friedman of CFED and the Friedman family foundation

Posted by National Center for Family Philanthropy on August 15, 2010

“I think if you look at the practices and policies that have made this country strong, it has been broad-based investment in the common genius – unleashing the entrepreneurial capabilities of all of our people.” Robert Friedman is the general counsel, founder and chair of CFED, and serves as a board...

Back to top