Resources
As the world becomes increasingly interconnected, more families of wealth want to make an impact globally through their philanthropy and investments. This is greatly needed, as we humans and our planet are facing some of the most complex humanitarian crises of our time. Some family offices and funders shy away from international philanthropy. While cross-border…
During these difficult times, we—as human beings and Americans—want to help those communities affected by Hurricane Harvey. One question my clients are asking me is: which local organizations will be best stewards of our contributions? Here’s a list of organizations I’ve compiled over the last few days. They are all Texas-based & providing direct services to…
Working with family, even on philanthropy, has its challenges. Even the most successful families experience misunderstandings, disagreements, and power struggles. Whenever a family must make decisions together about money—whether it’s making money, keeping money, or giving it away—it can get tricky. Emotions run high, and family members may react or revert back to long- established…
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