Should we accept those tickets to the opening of the new local theater that just arrived in the mail? Can our family office charge our foundation for rent? Is it o.k. for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family’s donor advised fund to help make year-end payout requirements? How do we handle travel expenses for our upcoming Next Generation Board meeting?
Join us for this refresher on some of the most common dilemmas in family foundation governance and management, featuring nationally recognized legal advisor Andrew Schulz of Arabella Advisors. Andrew answers these questions and many more, including an extra long Audience Q and A segment at the end!