Aequus Group’s Post

Fascinating panel at #iba2024 on family governance for maintaining ownership of operating businesses. Takeaways for me: corporate governance is not family governance. Adopt a proven structure with a track record, whether a trust or a foundation or something else. Share information to avoid conflict. Disputes must be resolved within the family. Pass on the entrepreneurial spirit to subsequent generations. Set up a philanthropic arm as a focus for the family’s shared values.

At Aldrich, our nonprofit specialists are committed to helping our clients meet their compliance and financial goals. From assurance services to financial advisory, we'll support your organization every step of the way— learn more here. #IndustryLeaders #NonprofitAccounting #Nonprofit

Calling all nonprofit directors. It's not too late to register for today's webinar! Gain invaluable insights into financial reporting essentials with Alterna Savings and CPA Canada. From understanding terminology to accounting for donations, this workshop equips you with effective decision-making. Register here: https://lnkd.in/dRM93Zyk #financialeducation #CPAC

Shareholders voices should align with their values. Today we are announcing Prospr Aligned under the leadership of Derek Kreifels. PROSPR will work with institutions including non-profits, state plans, and other entities to assure they can work in the fiduciary interest of their constituents while owning their shareholder voice. Attached is our full press release, and linked in the comments is an interview in Politico with Derek. “Over the last several years, Derek Kreifels has led a movement to help public entities assure their assets are managed both to maximize returns and align with the values of their stakeholders—not those of third-party managers who may not act in their interests,” said John Coleman, Chairman of Prospr Aligned. “Prospr Aligned will offer institutions and public entities the opportunity to do just that affordably and at scale—and there is no one better equipped than Derek to lead that effort.”

I am little late on sharing a new professional milestone that I achieved this summer. I’ve officially earned the Certified Private Wealth Advisor (CPWA®) certification! This achievement reflects my commitment to elevate the service I provide my clients with advanced strategies for managing, preserving, and growing their wealth. What does CPWA® mean? It’s a deep dive into complex wealth planning—covering everything from tax strategies and estate planning to business succession and charitable giving. Simply put, it equips me to deliver tailored, fiduciary solutions that safeguard legacies for generations. If you’re looking for a partner who understands the intricacies of complex wealth, I’d love to connect. #LegacyPlanning #ElevatingStandards

Governance Ireland is dedicated to enhancing board performance through rigorous, impartial evaluations tailored to the specific governance frameworks of Irish Corporations, PLCs, State Bodies, and Registered Charities. Our partners have developed deep domain knowledge in the nuances of board dynamics across a diverse range of organisational contexts, from smaller private entities to significant public institutions. Our mission is to advance exemplary governance standards, building robust trust and confidence among stakeholders. This is achieved through our steadfast commitment to independent and comprehensive board evaluation services, guided by a firm adherence to our core values: integrity, respect, confidentiality, teamwork, and performance excellence. Each Board evaluator in our team is not only a seasoned Director but also a specialist in governance, bringing both breadth and precision to our assessments. We engage with your organisation’s specific needs, ensuring meticulous planning, timely execution, and thorough stakeholder involvement throughout the evaluation process. Our recommendations are practical, relevant, and crafted to facilitate effective governance reforms. For a detailed consultation on how Governance Ireland can assist your board in achieving governance excellence, please reach out to us directly at: paul.white@governanceireland.ie or donal.keane@governanceireland.ie #boardevaluation #assessment #boards #governance Gráinne Madden Donal Keane CG Michael Kelly Ann Wright, BCL Paul A. White Patrick Downes Noel Ford - MBA, CIFD, CMC.

The exit of your family office team is inevitable. The time to take action is now and preparing now will help ensure a transition that safeguards the wealth and legacy you’ve built, writes advisor Jeff Noble CMC FEA, director of Private Wealth Family Office at BDO Canada LLP. Good insight and practical tips in this article. https://lnkd.in/eHxVsN2V

Here's what seven family-office advisors heard from their clients about the federal budget – the good, the so-so and the bad news that has sparked so much concern. Canadian Family Offices #familyoffice #familyoffices #wealth #FEA #CMA #CIM #RFP #CPA #CA #estateplanning #TEP #philanthropy

Inheritance Tax (IHT) impacts estates over £325,000, with rates of 40% on death and 20% on certain gifts. A 36% reduced rate applies if 10% of the estate is left to charity. Executors must value estates and may need to file tax returns for the deceased and their estate. #InheritanceTax #EstatePlanning #TaxTips

🌟 NFP Leaders: Are you up-to-date with the latest legal requirements? 🌟 Legal experts Elizabeth Lathlean from Gilbert + Tobin and Kathy Nguyen from Governology bring you an update on key legislative changes impacting NFP Organisations and Directors. Stay on top of your legal obligations at the #BetterBoards Conference in SYDNEY, 14-15 June. https://lnkd.in/g9NN4y8N A great-value governance exercise! Have you booked yet? #NonProfitExcellence #NFPgovernance