Joe Ambrose’s Post

Our 2024 Family Business Survey results are in! From profitability being the leading answer for how family businesses define success to making charitable donations being a top response for philanthropic support initiatives, our survey reveals the similarities and differences of family owned businesses across generations. See the results here: https://brev.is/pRBPu. #CenterForFamilyOwnedBusinesses

Our 2024 Family Business Survey results are in! From profitability being the leading answer for how family businesses define success to making charitable donations being a top response for philanthropic support initiatives, our survey reveals the similarities and differences of family owned businesses across generations. See the results here: https://brev.is/Rucsz. #CenterForFamilyOwnedBusinesses

Our 2024 Family Business Survey results are in! From profitability being the leading answer for how family businesses define success to making charitable donations being a top response for philanthropic support initiatives, our survey reveals the similarities and differences of family owned businesses across generations. See the results here: https://brev.is/uOYeT. #CenterForFamilyOwnedBusinesses

If you are an Estate Planning Attorney and want to learn more about helping your clients find solutions that align with their Catholic faith, join us for this free webinar!

🤲 In the realm of philanthropy, individuals often find themselves at a crossroads, deciding between two key structures for managing charitable contributions: Donor-Advised Funds (DAFs) and Private Family Foundations. ⬇️ In this article, we discuss the distinctions between DAFs and Private Family Foundations to help provide clarity and guidance. #FamilyBusiness #BusinessConsulting #FamilyAdvisory

Learn how to blend charitable giving with your financial and estate plans effectively. This course covers in-depth techniques to enhance your charitable planning skills. Enroll now at https://bit.ly/3RLSn14

🤲 In the realm of philanthropy, individuals often find themselves at a crossroads, deciding between two key structures for managing charitable contributions: Donor-Advised Funds (DAFs) and Private Family Foundations. ⬇️ In this article, we discuss the distinctions between DAFs and Private Family Foundations to help provide clarity and guidance. #FamilyBusiness #BusinessConsulting #FamilyAdvisory

🤲 In the realm of philanthropy, individuals often find themselves at a crossroads, deciding between two key structures for managing charitable contributions: Donor-Advised Funds (DAFs) and Private Family Foundations. ⬇️ In this article, we discuss the distinctions between DAFs and Private Family Foundations to help provide clarity and guidance. #FamilyBusiness #BusinessConsulting #FamilyAdvisory

🤲 In the realm of philanthropy, individuals often find themselves at a crossroads, deciding between two key structures for managing charitable contributions: Donor-Advised Funds (DAFs) and Private Family Foundations. ⬇️ In this article, we discuss the distinctions between DAFs and Private Family Foundations to help provide clarity and guidance. #FamilyBusiness #BusinessConsulting #FamilyAdvisory

💡 Are you aware of the Donor Advised Fund or DAF model for philanthropy but not sure how it stacks up against the traditional charitable trust structure? Read this blog from our Head of Legal, Rachel Steeden, first published by STEP – Advising Families Across Generations. 🙌 👉 https://buff.ly/3SapCdz #DonorAdvisedFunds #Philanthropy