A host can be held liable for injuries caused to a third party if an intoxicated guest causes a car accident. If guests are injured on the premises due to hazardous conditions, the homeowner can be held liable.
Reviewing the changes to the Tax Reform law from the lens of tax-efficient giving, it's clear it created some philanthropic winners and losers for the next few years.
Overview
Please join us for our third FOX Rising Gen Forumon May 5-6, 2019. This community was created to help connect like-minded peers looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.
Katherine Lorenz, President, Cynthia and George Mitchell Foundation, talks about how a childhood drawing of a cloud inspired her perspective on what it means to be a philanthropist—and how giving sparked discussions about lived experiences and issues around the world.
Interest in various forms of impact investing has been growing, but the array of terms—ESG, SRI, Green Bonds, and Engagement—in this area has contributed to investor confusion.
In one way or another, every enterprise—and every investment—is impacted by gender, whether it be through the gender of those in leadership and governance positions, how employees experience workplace policies and practices, or how women are treated throughout the supply chain.
Farhad Ebrahimi invites us all to reimagine the role of philanthropy—and both the opportunities and power it provides. After being gifted a significant amount of money, he and his sister founded the Chorus Foundation to tackle the global climate crisis.
Wealth brings with it some important questions, including the obligation to have an approach to managing it. For families of significant wealth, it primarily revolves around the requirement to develop an investment strategy that seeks to ensure the wealth is maintained for future generations.
Becoming a great beneficiary starts with having a great trustee. If a trustee devotes the majority of his or her time to administrative matters and managing investments, the wealth distribution process often gets the least attention when it ideally deserves the most.
Today, investors of all sizes are utilizing their capital to do good while also doing well. A multitude of impacting investing options are available for foundations, family offices, and individual investors to align their values with their investment portfolios.
