Celebrating 5 Years
Thanks for helping us these past 5 years! With your support, Forbes Legacy Advisors continues to grow and gain recognition for our work and industry leadership.
Thanks for helping us these past 5 years! With your support, Forbes Legacy Advisors continues to grow and gain recognition for our work and industry leadership.
Individual giving accounts for over 72% of all charitable giving in the USA, according to the annual report on charitable giving in the US by GivingUSA. This number fluctuates a bit from year to year, but on a relative basis, … Continued
In its 2015 Report, Giving USA indicated that US corporations donated $17.8 billion dollars to charitable organizations. The bulk of this giving is through foundations they have set up for this purpose. While this number pales in comparison to the $258 … Continued
Sharing real estate with multiple family members and between generations can be tricky. It’s why most professional advisers recommend selling it off rather than trying to keep shared land in the family. Selling may be the right decision, but for … Continued
Opus partner, Jamie Forbes, recently participated in “Th!nk Forum” series hosted by Ballentine Partners at the Ritz-Carlton in Boston. The discussion centered around teaching philanthropy to the next generation. As is often the case, these stories begin with personal discoveries that … Continued