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慈善的家庭

Helping families develop an enduring legacy across generations.
- 为什么是策略性慈善?
  
  Strategic Philanthropy allows families to meet financial, 税, 家庭, 还有慈善目标, allowing each to complement and elevate the others.
- For many families of wealth, a commitment to 慈善事业 is a core part of their legacy. Wealth is more than just about passing financial assets to future generations, it’s also about passing important values from generation to generation through giving back to society and community.
  
  A dedicated 家庭慈善事业 strategy brings generations together, 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, providing a Philanthropic Family with an optimized, 非常高效。, 具有成本效益.
- 慈善策略的执行
- As with many things, the devil is in the details. 概念和成功之间的差距是执行.
  
  Good intentions need to be supported with a detailed plan of execution, 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, Angeles may provide Philanthropy services (as detailed below), or may refer this work to an outside philanthropic advisory firm, 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. Starfish is wholly owned by Marta Ferro, an employee of AWM. There is no revenue share or cross-revenue between AWM and Starfish, meaning if you are an AWM client and use services of Starfish, fees will be paid separately and wil not be shared between firms. A fee discount will be offered to those engaging both AWM and Starfish. Additional information about Starfish can be found at www.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. Marta Ferro's full biography is included on our leadership page.
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. No phase can describe a 家庭's needs in entirety, though the following can provide some context to the process.
- 策略
- Determine best financial vehicles to achieve philanthropic and 税 goals 确定优先级或重点领域 Determine extent of 家庭 involvement across generations and marriages (if relevant)
- 执行
- Explore succession planning and corresponding financial vehicles Educate and engage 家庭 members in giving through site visits, grant reviews, etc. 下一代领导权交接
- 评价
- Assess community impact through use of custom or industry wide metrics 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

Each Philanthropic Family may benefit from short term projects to revamp, 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, we work closely and help determine what would best achieve desired results. 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:
  - Facilitating the planning and execution of a philanthropic strategic plan.
  - Facilitating and providing the tools 和资源 to begin discussions and planning with children and grandchildren.
- 选择捐赠车辆
  - Aligning your philanthropic strategy with the structure of your philanthropic entity.
  - 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
  - Creating 定制的 best practice 治理 procedures.
  - 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.
Every Philanthropic Family has current needs and its own process of evolution. 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
  - Reviewing, analyzing and reporting on all grants.
  - Visiting grantees and other on-site vetting processes including creating and executing interview protocols.
  - Researching all predetermined and ad-hoc philanthropic opportunities.
- 关系管理
  - Communicating with grant recipients, advisory team, and Board of Directors.
  - 审阅中期及最终的受助人报告.
- 慈善的旅行
  - Planning unique and meaningful travel experiences in order to achieve your goals.
  - 将行程重点放在项目上, 组织, locations and properties that align with your social impact values and vision.