Managing Relationships with Your Legal, Financial, and Investment Advisors

Having the right advisors and working well with them makes it possible to successfully manage your philanthropic assets, comply with the law, and be an effective grantmaker. This webinar shares a variety of helpful tips for how to choose and evaluate advisors, how to maintain a good working relationship and how to know when it’s time for a change. Speakers include Dawn Dobras, a trustee of the Stocker Foundation, who recently led her foundation through the selection of a new investment manager, and Patricia Angus, a New York-based philanthropy and family governance consultant who has worked with numerous families as a lawyer, wealth advisor, and independent consultant. She authored the National Center’s Passages Issue Brief titled “Family Governance: A Primer for Philanthropic Families,” and co-authored “Family Governance Meets Family Dynamics.”

Featured Speakers

Dawn Dobras

Dawn Dobras is the treasurer of the Stocker Foundation.

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Patricia Angus

Patricia M. Angus is the founder and CEO of Angus Advisory Group. Ms. Angus draws from…

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What others have said...

This was a first teleconference for my son, a young board member of our family foundation. It was so informative and helpful. Thanks!

Anonymous

Thank you very much for this Teleconference, and for the fact that you volunteered to supply specific follow-up resources in response to questions during the Q & A period. I know of no other resource so responsive to small family foundations.

Anonymous

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