by Gena Rotstein | Jun 20, 2023 | Blog
What is a B Corp? B Corp is becoming a more common term. But, what does it mean to be a B Corp? And how are B Corps, family offices and philanthropy connected? A B Corp, or Benefit Corporation, is a structure for businesses committed to both social and environmental...
by Gena Rotstein | Dec 23, 2022 | Newsletter
Holiday Edition, Winter 2022 – Annual Charity Listing and holiday resources for families and advisors. Holiday time with family
by Gena Rotstein | Aug 26, 2021 | Blog
Protecting Donor Legacy Intentions A recent announcement by the University of Alberta stated it will be demolishing a $26Million mansion gifted to the institution in 2010. The reason cited is that the upkeep, in excess of $250K/yr and the need of $1.5Million in...
by Gena Rotstein | Nov 22, 2018 | Newsletter
Click on the image above to read the Financial Literacy Month and #GivingTuesday November 2018 issue
by Gena Rotstein | Sep 28, 2018 | Blog
It’s not a matter of if, it’s a matter of when, you will transition your business. The process of transitioning is the most monumental decision in your company’s lifecycle. Optimizing the value of your business, understanding the range of choices for how, or who to...
