Family offices and family businesses

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Family Offices and Family Philanthropy

Posted on November 8, 2012 by Anne Etheridge, Craig Muska, Elizabeth “Buffy” Minkin, Jim Frey, Sara Hamilton

As the field of family philanthropy continues to evolve, the options available to families for managing and making the most of their giving are expanding at a rapid pace. One option that a growing number of philanthropic families are considering is the creation of a family office - a private entity that manages the investments and trusts for a single family, while also providing a variety of other personal services, among them philanthropic advising or the housing of a family foundation… Read More

Working Together for Common Purpose: Family Philanthropy Through the Family Office

Posted on October 10, 2012 by Anne Etheridge

As the field of family philanthropy evolves, the options available to families for managing and making the most of their giving continue to keep pace. One option that a growing number of philanthropic families are considering is the creation of a single family office, a private entity that manages the investments and trusts for a single wealthy family—or multiple branches… Read More

Family Philanthropy Through the Family Office (Full Report)

Posted on October 10, 2012 by Anne Etheridge

This special Passages report is based on results of the first national study to explore the relationship between family offices and family philanthropy, identifying common themes for both success and failure. As a benchmark report for the field, the study draws on personal interviews and results from a survey of family offices to highlight emerging best practices by which family foundations and family offices can effectively work together to maximize the positive returns for the community and the family… Read More

Organizing a Family Philanthropy

Posted on October 31, 2003 by Norman A. Brown PhD

This article tells the story of the Newmans, a family looking to make the jump from successful family business to effective family philanthropy. Employing the Horak and Kuhn Founders Legacy model, the Newmans clarify their values and then consider the questions of perpetuity, giving vehicles, and management. As the story demonstrates, such a period of thoughtful inquiry prior to forming… Read More

Foundation Management and Marriage

Posted on October 29, 2002 by Joseph Foote

This short profile of the Kunstadter Family Foundation describes how the husband-and-wife team of John and Geri Kunstadter managed to oversee the operations and grantmaking of the foundation for many years as a team… Read More

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