Ten Questions to Help Families Navigate the Great Wealth Transfer
Sheilah Villanueva 2018-09-20T16:07:38+00:00Read Phil Tobin's latest article published in Wealth & Management: Ten Questions to Help Families Navigate the Great Wealth Transfer
Are Your Kids Suffering from Too Well Off Syndrome?
Sheilah Villanueva 2018-02-28T19:06:53+00:00Are your kids suffering from too well off syndrome? If so, how do you turn things around? You, like so many successful individuals, have a nagging concern about teaching your children and grandchildren the mindset and skills to handle the challenges that come with inherited wealth. Simply growing up watching you make sound financial decisions isn’t [...]
Why Craft a Mission Statement for Your Donor Advised Fund?
Sheilah Villanueva 2018-02-08T17:04:43+00:00Regardless of their size, most businesses have some sort of mission statement meant to guide the focus and general intent of their daily activities. But it’s not only the typical business that benefits from the clarity of a mission statement. Many non-conventional organizations, as well as sole proprietorships, have them: poetry websites, yoga studios, and classic car [...]
How to Change the World – Finding Philanthropic Focus
Sheilah Villanueva 2017-11-29T20:33:00+00:00Some people already have a fairly good idea as to where they’d like to direct their philanthropic giving. But given the wide array of social, scientific research, and environmental needs, many others find it difficult to decide on a specific area of grantmaking from their donor-advised fund. Should you make grants to organizations that support researching new [...]