Family Offices and Philanthropy: eBooks on Family Offices

This book will help advisers and families understand key issues. Should the family consider creating a family office? What would be the advantages, compared with traditional bank wealth management? Where should the office be located? What services should it provide? How much will it cost? How do you find the right talent? Can family privacy be protected? Is the senior generation ready to share information with the younger generation? What happens when a family office no longer serves its original purpose?

Philanthropy and Impact Investing in the world of Family Offices
In this white paper, we explore the colliding or perhaps complimenting realms of Philanthropy and Impact Investing. We discuss the history of Impact Investing, the evolution of Philanthropy and our forecasts for both futures. We also feature thought-leadership, exclusive research and on-page debates about social impact and its pairing with financial return while offering advice and best practice on how to set benchmarks for both and ultimately measure their success.

Creating Change Through Family Philanthropy explains how privilege works in our society, and how young people can use it to better society. Based on the authors’ experiences with Resource Generation, a national nonprofit working with wealthy young progressives, the book makes the case for addressing urgent social and economic needs financially. It frames controversial topics from power dynamics to grants payout in an accessible way, offering next-generation readers the tools they need to transform their funds. Drawing on over 40 interviews, this is an essential guide for both young philanthropists and anyone working with wealthy families interested in ethical giving.

The authors explore and illuminate the range of vehicles through which charitable giving and philanthropy are practiced today on the global stage. Included in the discussion of each mechanism is an overview of its fundamental characteristics, its regional uses and variations, constraints and other considerations affecting broader global applications and additional information resources.