The Perfect Legacy: How to Establish Your Own Private Foundation

by Russ Alan Prince, Gary L. Rathbun, Karen M. File

This book is for people who want to establish private foundations and the professional advisors who help them. Advisors, give The Perfect Legacy to your affluent clients as a prelude to a discussion about their personal foundation. The Perfect Legacy is an easy-reading introduction to a hot topic among the high-end affluent, starting their own private foundation. The Perfect Legacy will inspire your clients to request a foundation feasibility study from you, an opportunity for you to help structure the foundation's assets and consult on personal asset management and overall estate planning. For people considering a private foundation, The Perfect Legacy is filled with anecdotes about other foundations and their founders, and pie charts and graphs. It sets aside the usual technical detail to focus on issues important to founders - just how the foundation fits into their lives and that of their families.

80 pages, Paperback

First published April 1, 1998