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.”