Category: Administration

On Watch – February 2017

In this issue:
“Performance Evaluation” by Catherine Lee Clarke, CFA
“To Freeze or Not to Freeze” by Andrew B. Smith, JD
“Trusting Your Blind Trust” by Andrew B. Smith, JD

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On Watch – October 2016

In this issue:
“What’s Yours is Yours, and What’s Mine is…Yours?” by Katherine J. Slater, JD
“The Downside of UTMA Accounts” by Anne-Lise Wiegand, CPA
“Cash as an Asset Class” by M. Taylor Scott, CFA

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On Watch – April 2016

In this issue:
“Total Return vs. Income-Oriented Return” by M. Taylor Scott, CFA
“Identity Theft Prevention & Mitigation” by Andrew B. Smith, JD
“Timing Can Be Everything” by David Zahn, CPA, CFP®

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POSTED IN: Administration, Investments, On Watch, Planning

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On Watch – March 2015

In this issue:
“Foundation or Donor Advised Fund” by Angela Caraway, JD, CTFA, and Ross W. Nager, CPA
“Protecting Yourself Online” by Andrew B. Smith, JD
“Teaching My Children About Money” by Lissa Gangjee, JD, CFP®

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POSTED IN: Administration, Governance, On Watch, Philanthropy

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On Watch – May 2013

In this issue:
“Should You Lend to Friends and Relatives?” by Ross W. Nager, CPA
“Making a Senior’s Home Safe” by Lissa Gangjee, JD, CFP®
“How Fear Can Increase Investment Risk” by D. Fort Flowers, Jr., CFA

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On Watch – February 2013

In this issue:
“Does a Wealthy Family Need Life Insurance?” by Ross W. Nager, CPA
“Concierge Medicine” by Lissa Gangjee, JD, CFP®
“Family Offices: Advantages & Weaknesses” by D. Fort Flowers, Jr., CFA

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On Watch – November 2012

In this issue:
“Private Flight Options” by William R. Berger, CFA, CPA, and Lissa Gangjee, JD, CFP®
“Engaging the Next Generation in Your Family Foundation” by Lissa Gangjee, JD, CFP®
“International Micro-Cap Value Stocks: Tiny Niche or Something More?” by Bruce L. Swanson, PhD

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POSTED IN: Administration, Investments, On Watch, Philanthropy

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On Watch – August 2012

In this issue:
“Priming a Private Family Foundation for Long-Term, Multi-Generational Success” by Lissa Gangjee, JD, CFP®
“So You’ve Been Asked to Serve on a Charity Board” by D. Fort Flowers, Jr., CFA
“What to Do if You Are an Identity-Theft Victim” by Anthony J. DeToto

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On Watch – May 2012

In this issue:
“Nowhere to Hide in a World Without Safe Havens” by Bruce L. Swanson, PhD
“Minimizing Foreign Travel Nightmares” by Lissa Gangjee, JD, CFP® and Ross W. Nager, CPA

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On Watch – February 2012

In this issue:
“Miscalculating Portfolio Liquidity—A Lesson Learned from 2008” by D. Fort Flowers, Jr., CFA
“How to Be a Great Trustee” by Leslie Kiefer Amann, JD
“Understanding Roles and Responsibilities in Family Businesses” by Ross W. Nager, CPA

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