私人财富-家族慈善服务-yabo亚博网站登录

慈善的家庭

帮助家庭代代相传.
- 为什么是策略性慈善?
  
  战略慈善使家庭能够满足财务需求, 税, 家庭, 还有慈善目标, 允许彼此互相补充和提升.
- For many families of wealth, a commitment to 慈善事业 is a core part of their legacy. 财富不仅仅是将金融资产传给后代, it’s also about passing important values from generation to generation through giving back to society and community.
  
  一个专门的家庭慈善战略将几代人聚集在一起, 把他们团结在家族的共同事业中.
  
  A 家庭慈善事业 strategy can be helpful for 税 planning through the use of unique financial vehicles that benefit a Philanthropic Family, 他们选择的原因, 和社区.
- 建立一个力量和服务的基础
  
  Families can achieve great advantage when taking an integrated approach to managing their investment and philanthropic activities.
  
  These efforts are inexorably intertwined and work more 非常高效。ly when managed on a coordinated basis.
  
  This integration creates a strong foundation of shared knowledge between service professionals, 为慈善家庭提供一个优化的, 非常高效。, 具有成本效益.
- 慈善策略的执行
- 和很多事情一样，细节决定成败. 概念和成功之间的差距是执行.
  
  良好的意图需要有详细的执行计划来支持, 以及经验丰富的支持团队. This requires an effort encompassing Wealth / 投资管理 and Philanthropic Management.
- Angeles Wealth Management believes that coordinating Wealth / 投资管理 with Philanthropy Management produces optimal results, 而且往往成本较低. 视具体任务而定, yabo亚博网站登录首页可能会提供慈善服务(详见下文), 或者可能会把这项工作交给外部慈善咨询公司, 海星的影响*.
- *Some of the services described in this offering around Philanthropy may be provided by Angeles Wealth Management ("AWM"), 或者取决于任务的复杂程度, 可以介绍给外部公司吗, 海星撞击(“海星”), 额外收费. 海星由AWM的员工Marta Ferro全资拥有. AWM和海星之间不存在收益分成或交叉收益, 这意味着如果您是AWM客户端并使用海星的服务, 费用将单独支付，不会在公司之间分摊. 同时使用AWM和海星的客户将获得费用折扣. yabo亚博网站登录首页海星的更多信息可以在www上找到.starfishimpact.com, and a more complete description of the relationship between AWM and Starfish can be found in Item 10 of the AWM ADV Part 2A. 玛尔塔·费罗的完整传记包含在我们的领导页面上.
慈善管理流程

Families may begin to work with the Philanthropy Management team at a variety of stages, 随着时间的推移, may move into different philanthropic phases depending on a number of factors such as generational shifts and liquidity events. 没有一个阶段可以完整地描述一个家庭的需求, 下面的内容可以为这个过程提供一些背景.
- 策略
- 确定实现慈善和税收目标的最佳财务工具确定优先级或重点领域确定跨代和婚姻的家庭参与程度(如果相关)
- 执行
- 探索继任计划和相应的财务工具通过实地考察、拨款审查等方式，教育和鼓励家庭成员参与捐赠. 下一代领导权交接
- 评价
- 通过使用定制或行业范围的度量来评估社区影响家庭静修计划及执行创建自定义拨款审查流程
家庭慈善服务

每个慈善家庭都可以从短期的改造项目中获益, 加速, 或者启动慈善活动, 或者可能需要持续的服务来维护, 成长, 或者重新集中精力. 不管是什么类型的服务, 我们密切合作，帮助确定什么能最好地达到预期的结果. Below are a few primary examples of the types of services offered to families either through Angeles Wealth Management or Starfish Impact, 视具体任务而定.
- 家庭策略
  
  Supporting families in their process of discovering or clarifying their philanthropic goals including:
  - 促进慈善战略计划的规划和执行.
  - Facilitating and providing the tools 和资源 to begin discussions and planning with children and grandchildren.
- 选择捐赠车辆
  - 使你的慈善策略与你的慈善实体的结构保持一致.
  - Working as a team with other advisors to ensure communication is seamless and integrated across disciplines and expertise.
- 董事会治理和管理
  - 创建定制的最佳实践治理过程.
  - Developing, training and educating the Board, and planning for Board leadership succession.
  - 促进董事会和/或家庭静修.
  - Collaborating with outside professionals to ensure that your strategy is aligned within legal and fiscal constraints.
每一个慈善世家都有其自身的需求和演变过程. Below highlights several of the additional services and specific projects we provide to families either through Angeles Wealth Management or Starfish Impact, 视具体任务而定:
- 尽职调查
  - 审查，分析和报告所有拨款.
  - Visiting grantees and other on-site vetting processes including creating and executing interview protocols.
  - 研究所有预定的和临时的慈善机会.
- 关系管理
  - 与奖助金受助人、顾问团队及理事会沟通.
  - 审阅中期及最终的受助人报告.
- 慈善的旅行
  - 计划独特而有意义的旅行经历，以实现您的目标.
  - 将行程重点放在项目上, 组织, 符合您的社会影响价值观和愿景的地点和物业.