As we have already discussed a bit about the Family Bank and the Family Office, we will be talking about the Family Foundation. We will discuss:

◦ Who needs this and why

◦ How does this impact financial services and products

◦ Donor Advised Fund vs. Private Foundation

◦ Social Capital vs. Family Capital

◦ Charitable Intent vs. Tax Incentives

◦ Next Generation Training

◦ Keeping control of assets after a client passes

◦ How to set up and operate, funding, gifting & valuation issues