Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Wealthy Families Can Cut SFO Costs by Reducing Complexity
By Kate McBrideAre family members aware of the complexity-cost equation in the family office? It’s crucial to sustaining the services they value most.
February 28, 2011
New York Hosts International Corporate Philanthropy DayMore than 70 CEOs meet to encourage companies to get more involved in corporate giving and social responsibility
February 22, 2011
Too Big to Fail: IAIS Sketching Out G-SIFI StandardsThe International Association of Insurance Supervisors may be close to giving details about preliminary methods for identifying "globally systemically important financial institutions."
February 22, 2011
3 proven ways to get referrals without askingHere are seven proven ways to promote referrals to your clients.
February 22, 2011
Women in Wealth Profile: Schwab's Kim Wright-ViolichFor the president of Schwab Charitable, there’s a ‘magic in mixing the for-profit and non-profit worlds.’
February 21, 2011
Too Big to Fail: IAIS Sketching Out G-SIFI StandardsThe International Association of Insurance Supervisors may be close to giving details about preliminary methods for identifying "globally systemically important financial institutions."
February 16, 2011
7 proven ways to get referrals without askingI'm a big believer in asking your clients for referrals. But you can't ask every client for referrals every time you meet with them.
February 16, 2011
7 proven ways to get referrals without askingI'm a big believer in asking your clients for referrals. But you can't ask every client for referrals every time you meet with them.