Investment Strategy

Family

Friends and Family: Post-draft Q&A
The sixth annual Yahoo! Friends and Family League fantasy baseball draft took place this past week.

Read more on Yahoo! Sports via Yahoo! Sports

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Location, Location, Location! Saugatuck Dreams Come True. Family Fun and Finance Go Back to the Basics at Kingfisher …

March 7, 2010 Stock investing

Location, Location, Location! Saugatuck Dreams Come True. Family Fun and Finance Go Back to the Basics at Kingfisher … The economy is making a comeback and Kingfisher cabins in Saugatuck, Michigan offer affordable, rustic luxury near the shores of Lake Michigan. Read more on PRWeb via Yahoo! News

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Advising Ultra-Affluent Clients and Family Offices

November 12, 2009 Socially responsible investing

Praise for Advising Ultra-Affluent Clients and Family Offices “Michael Pompian’s book Advising Ultra-Affluent Clients and Family Offices is noteworthy for its comprehensiveness. Michael combines ‘the big picture’ with detailed, prescriptive, and actionable strategies; advisers to wealthy families will receive a detailed understanding of how a quickly evolving landscape impacts their business and its implications for [...]

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Splendid Legacy: The Guide to Creating Your Family Foundation

October 10, 2009 Socially responsible investing

The first and only comprehensive guide designed especially for donors and families who are starting family foundations is now available from the National Center for Family Philanthropy. Splendid Legacy: The Guide to Creating Your Family Foundation helps donors, families, and their advisors create a detailed blueprint for their family foundations to fulfill their hopes and [...]

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Family Foundation Handbook

October 1, 2009 Socially responsible investing

The Family Foundation Handbook provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation. From grantmaking to investment management, accounting procedures to tax filings, and funding the foundation to protecting it from liability, this handbook provides coverage of all the issues a family foundation faces.This valuable resource provides [...]

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Living Above the Store: Building a Business That Creates Value, Inspires Change, and Restores Land and Community–How One Family Business Transformed Itself … Using Sustainable Management Practices

September 13, 2009 Socially responsible investing

Review “Living Above the Store breaks the mold on business writing. This is a tale of three generations of the Melaver family, the purported end of the world, and the true nature of enterprise. It is a book about the greening of business to be sure, but it is literature first, brilliant disquisitions and narratives [...]

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