Philanthropy
Daily News Analysis
Private Foundations With Under $50 Million Stepped Up Giving In 2012
20 March 2013
Giving at private foundations with endowments of under $50 million jumped 9. 1 per cent in 2012 versus 2011, new data shows . These smaller foundations represent 98 per cent of all US private foundations, according to Foundation Source, which this week released its data for 2012 giving.
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US Philanthropy Trust Names New Board Chairman
15 February 2013
National Philanthropic Trust has named Wayne Walker as the new chairman of its board of trustees, following the departure of Jeffrey Lauterbach. Walker is a principal of Walker Nell Partners, where he focuses on corporate restructuring and turnaround management, corporate governance and fiduciary services . Lauterbach, who served for six years on NPT's board, is an independent trust and wealth planning consultant.
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First Ever Study Of Gen X, Y Donors Reveals Opportunities For Advisor Engagement
11 February 2013
Late last month, the Johnson Center for Philanthropy and the nonprofit consulting practice 21/64 released findings from Next Gen Donors: Shaping the Future of Philanthropy.
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Strategic Philanthropy Expands To West Coast; Makes Senior Appointments
5 February 2013
Chicago’s Strategic Philanthropy has opened a West Coast office, appointing a long-time Morgan Stanley wealth manager to head up operations there. Carola Barton will lead the new Santa Cruz, CA, office, as managing director for the West Coast . She was latterly director of commitments for the Clinton Global Initiative-Asia, a project run by the Clinton Foundation, and also previously worked at Morgan Stanley for 16 years.
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One Size Does Not Fit All: Alternatives To The Family Foundation
21 December 2012
Editor’s note: Here is a guest article by Meg Lassar, of Strategic Philanthropy, an organization based in Chicago. Family Wealth Report is delighted to share these insights and welcomes any reader reaction . The many benefits of family philanthropy are well-documented.
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Features
FEATURE: Many Generation Y Donors Are "Taking The Reins" In Philanthropy
4 March 2013
A rising number of young individuals are “taking the reins” on their families’ philanthropic efforts, says Rebecca Eastmond, head of philanthropic services for EMEA at JP Morgan Private Bank.
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EXCLUSIVE: Clients Give Feedback On Peer Networking And The Need For Communication
14 November 2012
This year saw Threshold Group launch its Community Square forum, a peer-to-peer network which includes specialists on “wealth education issues,” with an event in Chicago.
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New Study Unveils The World Of Small, Mid-Size Private Foundations
8 November 2012
The majority of foundations may behave very differently than previously thought due to a heavy bias toward large foundations in study samples, a new report from Foundation Source reveals.
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EXCLUSIVE INTERVIEW: Silver Bridge Keeps Pushing Its Profile Higher
13 November 2012
At Silver Bridge, the US wealth management firm focusing on ultra high net worth clients, its managers say that a stand-alone, focused approach to wealth management without distractions is the ideal approach for clients.
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INTERVIEW: Private Banking In US Bright Spot For Credit Suisse
2 November 2012
As part of a series interviewing some of the most senior people at the world’s best-known private banks, here Family Wealth Report contributing editor Charles Paikert sits down with Credit Suisse’s Anthony DeChellis.
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News and Features
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Comment and Analysis
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management
FEATURE: A Look At The Mexican High Net Worth Client Market
EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring
EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
Expert Commentary
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- Investment Strategy
UK Fines JP Morgan International Bank's Wealth Arm Over Suitability Failings
The UK's Financial Conduct Authority has fined JP Morgan International Bank a total of £3.08 million (around $4.6 million) for systems and controls failings at its wealth management business.
Natasha Taghavi
23 May 2013
Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
Diane Harrison
20 March 2013
Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
Harriet Davies
4 April 2013
INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
Harriet Davies
9 April 2013
FEATURE: Twins And The Business Of Family
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
Charles Lowenhaupt
8 April 2013
Guest Opinion: Diversification In The Age Of Globalisation
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
Marc Odo
25 March 2013
