Doing Well by Doing Good

Posted on October 28, 2001 by Stephen Johnson

“Most people have a philanthropic tendency, it just has to be cultivated. I had a client who just didn’t realize that he had choices. But given the opportunity he began to think about his community and making a difference.”… Read More

Choosing Legal and Investment Advisors

Posted on February 20, 1999

Fully aware that every family foundation must have sound legal and financial advice, the Tow Foundation of New Canaan, Connecticut, looked to trusted employees of the family company. The company’s long-time general counsel sits on the foundation’s board as secretary and general counsel. The company’s longtime chief financial officer serves as foundation treasurer and manages the investment portfolio of about… Read More

Advisor’s Enthusiasm Shapes Clients Charitable Role

Posted on August 21, 1996 by Joe Breiteneicher

Some experts predict an intergenerational transfer of wealth over the next 40 to 50 years of between $40 and $136 trillion dollars. Many expect that much of this wealth will become philanthropic capital. This article outlines why this charitable windfall may not happen, and how advisors can proactively supporting their clients' philanthropic interests. … Read More

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