Wealth & Family Office News
Real articles from named mainstream outlets. Every headline links to the original story at its source — nothing here is written by this site.
Should wealthier Americans forgo their Social Security benefits as a charitable gesture? ↗
A reader writes: “I will likely be in a position to decline my benefits.”
Philanthropy in the Age of AI ↗
Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios.
AI’s new millionaires want to disrupt philanthropy. They should fund what already exists ↗
AI's newly minted millionaires should keep their "move fast and break things" ethos far away from philanthropy.
Bill Ackman agrees with Jeff Bezos: Being a great CEO can do more for the world than philanthropy ↗
The hedge fund billionaire has been a philanthropist for 20 years and told Fortune that it's "vastly less efficient at solving problems than capitalism."
New professional designation aims to build DAF expertise ↗
The American College of Financial Services is launching a certification program to train financial professionals on the ins and outs of donor-advised funds.
More tech millionaires are using donor-advised funds for tax savings and giving ↗
DAFs are gaining in popularity as private firms like Anthropic and OpenAI skyrocket in value and more companies stay private for longer.