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Từ nguồn tin

Tin tức về Quản lý Tài sản & Family Office

Bài viết thực từ các nguồn báo chí uy tín được nêu tên. Mỗi tiêu đề đều liên kết đến bài gốc tại nguồn — không có nội dung nào trên đây do trang này viết.

The Next Generation of Affluent Americans Are Reshaping Giving ↗

Are they ready to take on their family’s philanthropic causes?

Philanthropy WealthManagement.com · Oct 07

Altruist Adds Donor-Advised Funds to Platform ↗

The custodian's new offering features no account minimums, lower fees than competitors and flexible investment options for advisors managing client philanthropy.

Philanthropy WealthManagement.com · Oct 06

MacKenzie Scott’s first novel in 13 years is being called ‘baffling’—and critics are left asking what message she’s trying to send ↗

The billionaire philanthropist who’s donated $26 billion gave away Last Days in Two Nations for free on Substack, noticeably not on Amazon.

Philanthropy Fortune · Oct 03

Nominate a leader for the 2027 CNBC Changemakers list of women transforming business ↗

CNBC is now accepting nominations for its annual Changemakers list of women leading and disrupting in business, from the S&P 500 to sports and philanthropy.

Philanthropy CNBC · Sep 29

We’re researchers tracking the nonprofit crisis. Philanthropy’s response is not enough ↗

Foundations hold $1.8 trillion in assets but are not meeting nonprofits’ moment of crisis.

Philanthropy Fortune · Sep 26

Why Trump's 'big beautiful bill' may shrink or boost your charitable tax break for 2026 ↗

President Donald Trump's "big beautiful bill" could shrink or boost the charitable deduction for certain taxpayers in 2026. Here's how to prepare for it.

Philanthropy CNBC · Sep 24

How Fiscal Sponsorship Can Streamline Philanthropic Giving ↗

By operating under an established nonprofit’s tax-exempt umbrella, charitable initiatives can accelerate fundraising, reduce administrative hurdles and focus on advancing their missions

Philanthropy WealthManagement.com · Sep 23

The Opportunity Hiding in Plain Sight ↗

Why the next evolution in charitable planning begins with hearing what clients may not be saying

Philanthropy WealthManagement.com · Sep 23

Creating a Lifetime Stretch Through a Charitable Remainder Unitrust ↗

It could provide a meaningful tax benefit

Philanthropy WealthManagement.com · Sep 23

Five Misconceptions About Donor-Advised Funds ↗

Educated advisors can successfully use this vehicle

Philanthropy WealthManagement.com · Sep 23

Charitable Giving in Retirement ↗

Where Congress might go next

Philanthropy WealthManagement.com · Sep 23

Charitable Gift Annuities ↗

A multipurpose option for philanthropic clients

Philanthropy WealthManagement.com · Sep 22

Billionaire YouTuber MrBeast spent $10 million building a village in Ghana—he says viewers watch philanthropy videos less but ‘I’ll keep making them’ ↗

Donaldson wrote on social media platform X that his 14-year career on YouTube so far had been leading up to the humanitarian project, which took eight months to complete.

Philanthropy Fortune · Sep 21

Knicks Star Jalen Brunson Launches Brand Advisory With Focus Support ↗

The Knicks star's new venture, Thirty Third Management Group, will represent clients in sports, business and philanthropy with his family leading operations.

Philanthropy WealthManagement.com · Sep 17

Asian family philanthropy is ‘a lot more hands-on’—and more corporate—than the West ↗

Over three-quarters of Asian family philanthropies partner with government, a contrast with Western donors who get 'nervous' about the state.

Philanthropy Fortune · Sep 07

Tax 'traps' and capital gains strategies for in-kind charitable donations ↗

While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.

Philanthropy Financial Planning · Sep 04

A Heart as Big as Her Hair: Dolly Parton's Charitable Legacy ↗

Who will inherit the legendary singer and philanthropist’s estate?

Philanthropy WealthManagement.com · Sep 02

A Heart as Big as Her Hair: Dolly Parton's Charitable Legacy ↗

Who will inherit the legendary singer and philanthropist’s estate?

Philanthropy WealthManagement.com · Sep 02

Olivia Rodrigo and philanthropist Melinda French Gates raise $20 million for women’s well-being with a benefit show recalling ’90s feminist push ↗

Melinda French Gates pledged $10 million through her Pivotal Ventures in a surprise appearance at the start of Rodrigo’s set, praising her for “showing a new generation how much their voices matter.”

Philanthropy Fortune · Aug 30

Family Office

What Is a Family Office?Do You Need a Family Office?Single Family Office (SFO)Multi-Family Office (MFO)Micro Family OfficeWhat a Family Office CostsWhy Family Offices Exist

Xây dựng Family Office

How to Build a Family Office From the Ground UpStep 3: The Organizational StructureStep 4: Internal vs. Outsourced (Build vs. Buy)The First 90 Days: Turning the Lights OnStep 1: Define the Family Office's PurposeStep 2: Inventory the Family's AssetsStep 5: Hire the Core Team

Đầu tư

How Family Offices InvestDirect InvestingAsset Allocation for Family CapitalThe Investment Policy Statement (IPS)Liquidity, Concentration, and RiskPublic Markets: Equities and Fixed IncomeReal Estate in the Family Portfolio

Vận hành

Family Office AccountingFamily Office TechnologyFamily Office CybersecurityConsolidated Reporting: One True Net WorthBill Pay, AP, and Financial ControlsFamily Office Software, Category by CategoryBanking, Custody, and Treasury

Quản trị & Di sản

Family GovernanceEstate Planning and Wealth TransferHow Family Offices Manage TaxPhilanthropy and the Family OfficeThe Family ConstitutionSuccession: The Office After the FounderPreparing the Next Generation

Ngành

Careers in Family OfficesHow the Family Office Industry Is ChangingFamily Offices and Regulation

Vai trò & Nhân sự

Family Office Roles & Staffing, MappedFamily Office CEO / President / Managing DirectorChief Investment Officer (CIO)Portfolio Manager / Investment DirectorAsset Manager (Real Assets)Chief Financial Officer (CFO)Controller

So sánh

Single vs. Multi-Family OfficeFamily Office vs. Wealth ManagerFamily Office vs. RIAFamily Office vs. Private BankFamily Office vs. Financial AdvisorFamily Office vs. Hedge FundFamily Office vs. Private Equity Firm