eCourse
Philanthropy Structures and Family Offices
Contains material from Apr 2024
Philanthropy Structures and Family Offices
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Session 01: Private Philanthropy: Alternative [or Complementary] Structures - While a private foundation may be the most traditional choice for private philanthropy, there are various other structures that may be employed by philanthropists. How do the various private philanthropic structures compare and when might one or more alternatives be used? This panel covers the options and discusses practical examples.
Session 02: Structuring for Efficiency (Compliantly): Sharing, Services, Self-Dealing, and Co-Investing in the Family Office/LLC Context - A discussion of techniques and structures for leveraging the shared resources of a family office while navigating the private foundations excise tax regime, including governance, structuring, and tax issues.
Session 02: Structuring for Efficiency (Compliantly): Sharing, Services, Self-Dealing, and Co-Investing in the Family Office/LLC Context - A discussion of techniques and structures for leveraging the shared resources of a family office while navigating the private foundations excise tax regime, including governance, structuring, and tax issues.
Includes: Video Audio Slides
- Total Credit Hours:
- 1.50
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2025
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1.
Private Philanthropy: Alternative [or Complementary] Structures (Apr 2024)
Effie Babb, Maura L. Whelan
0.75
0.00
0.00
0.75
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Session 1
—46 mins
0.75
Private Philanthropy: Alternative [or Complementary] Structures (Apr 2024)
While a private foundation may be the most traditional choice for private philanthropy, there are various other structures that may be employed by philanthropists. How do the various private philanthropic structures compare and when might one or more alternatives be used? This panel covers the options and discusses practical examples.
Originally presented: Feb 2024 Nonprofit Organizations Institute
Effie Babb,
Hillspire, LLC - Menlo Park, CA
Maura L. Whelan,
Simpson Thacher & Bartlett LLP - New York, NY
Show session details
2.
Structuring for Efficiency (Compliantly): Sharing, Services, Self-Dealing, and Co-Investing in the Family Office/LLC Context (Apr 2024)
Christy E. Brook, Allison Heimann, Lisa Montez
0.75
0.00
0.00
0.75
Preview Materials
Download session materials for offline use
Session 2
—44 mins
0.75
Structuring for Efficiency (Compliantly): Sharing, Services, Self-Dealing, and Co-Investing in the Family Office/LLC Context (Apr 2024)
A discussion of techniques and structures for leveraging the shared resources of a family office while navigating the private foundations excise tax regime, including governance, structuring, and tax issues.
Originally presented: Feb 2024 Nonprofit Organizations Institute
Christy E. Brook,
Emerson Collective - San Francisco, CA
Allison Heimann,
Morgan, Lewis & Bockius LLP - New York, NY
Lisa Montez,
Builders Vision - Chicago, IL