Short guides on each Gold Standard.
Each takes a few minutes to read. Educational only, not legal advice.
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4 guides on Next-gen development.
- Transmission: the part of a charter families skip
Drafting is a fortnight. Getting a charter used is the years afterwards, and it is the part that decides whether the document survives its authors.
Placeholder content, pending legal review - A foundation for the family's giving
Most family philanthropy in the region begins as the personal practice of one or two members. A vehicle is what lets it outlast them.
Placeholder content, pending legal review - Preparing owners, not only employees
Most of the next generation will own the business without working in it. Families routinely prepare for the second and assume the first.
Placeholder content, pending legal review - Purpose, values and giving in a charter: recording intent and its limits
After reading this you will understand why the values sections of a charter sit outside enforceability, and which separate instruments carry charitable intent.
Placeholder content, pending legal review