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The Importance of Family Governance Thumbnail

The Importance of Family Governance

You can take steps right now that can potentially help you avoid watching your family’s wealth diminish over time—or stop you from being part of the problem. The key is to implement a process known as family governance. Here’s how family governance works—and how it may help your family preserve, protect and grow its assets for generations to come.

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Charitable Giving, the Tax-Wise Way Thumbnail

Charitable Giving, the Tax-Wise Way

Americans—especially the affluent—are some of the most charitable people in the world. Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax benefits that could help both you and your favorite charities. Here’s how to size up the effectiveness of your giving—along with some strategies that could potentially put some real power behind your philanthropy.

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