May 2020 | Karma & Cents

Philanthropy Planning
- - - Philanthropy Planning
      
      We work with your advisors to provide insightful, intelligent advice around managing your social capital and planning out your legacy
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      We believe that there is more than one way to tackle today’s complex problems.
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      We have complied a variety of resources to help you on your journey to Philanthropy 3.0
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1962 Jetsons cartoon video phone

Passing the Baton – Legacy Planning

May 25, 2020 | Newsletter

This edition explores how virtual solutions are being used to facilitate family meetings and reunions.

1962 Jestons cartoon image of mom and doc

Can you hear me? Can you see me? The Virtual Family Meeting

May 14, 2020 | Blog

Some you might remember the Hanna-Barbara cartoon, The Jetsons from the 1960/70’s. A couple generations […]