Goals of estate planning chart

Goal of Estate Planning

For many clients and advisors, the central goal of estate planning it to pass as much wealth to the next generation as possible.  This thinking suggests that protecting assets is the solitary goal of an estate plan.  Unfortunately, this can be a misplaced emphasis.  Misplaced because it focuses simply on assets rather than family, structure over perspective and tax savings over family...

Read More
venuture philanthropy puzzle pieces

Venture Philanthropy

In 1969, John D. Rockefeller III suggested private foundations could act as risk-takers.  He believed they should undertake “an adventurous approach to funding unpopular social causes,” which he described as venture philanthropy.

Today, venture philanthropy describes philanthropic models that go far beyond the writing of checks.  Instead, they often take a long-term view of what it...

Read More