…household operations, personal and professional calendars for multiple individuals, personal finances, special events planning, and philanthropic activities for high profile individuals. Engaged and supervised contract service providers and household staff. Approved household expenses for payments, controlled petty c…
…book, and emergency plan(coordinate with extended family) • Perform due-diligence around charitable and political donations, oversee within IRS guidelines • Regular due-diligence of philanthropic organizations(board seats) and activities • FIR lifecycle of residence staff, maintain personnel files …
…implemented dynasty trust), and executive hiring and incentive plan designs (coordinated CEO contract and family office stock appreciation right plan). • Provided strategic philanthropic advisory services to family charitable foundation on domestic and global (United Nations) matters. Advised foundation on tax…
…profit - Israel and Florida) Developed relationships with charitable organizations in order to make recom- mendations for future donations Liaised with international security team to ensure appropriate non-invasive pro- tection for philanthropic family Investigative Project on Terrorism (think tank…
…eventually we expect that we may be able to use philanthropic support from otherfoundations and individuals — some of whom have already steppedforward -- to bring some of the prize winners to the lab on a longer-term or even permanent basis…
…A better question to management of investment, business, ask: Is my family's wealth—in all its financial and philanthropic and personal services non-financial forms—being well-served by my • Privacy and confidentiality existing wealth advisory team? …
…financial reporting, and forecasting - Income tax planning and compliance - Integrated philanthropic planning for individuals and foundation — Trust administration — Private jet administration - Insurance needs, household employees and personal transaction supervision • Administration and accoun…
…of their choice. This approach allows donors and their investment advisors to maintain their professional relationships while furthering the donor's philanthropic goals. Minimums Fund size minimums vary based on the make-up of the investment portfolio. For portfolios holding…
…contractors, and suppliers • Organized philanthropic giving and managed schedule, personal appointments and events • Coordinated activities related to personal purchasing and related research • Valued companies and M&A transactions using Discounted Cash Flow models and comparable companies- and transaction an…
…contractors, and suppliers • Organized philanthropic giving and managed schedule, personal appointments and events • Assisted with all administrative tasks in the daily running of the office and the Financier's life EFTA0108…
…accounting team on accounts payable and other household related issues. • Implemented various tax planning strategies to minimize income and estate taxes and consistently minimized tax rates by efficiently managing assets and timing transactions. • Managed and administered foundations for philanthropic giving…
…Among his commitments, he is a member of the Carol G. Simon Oncology Philanthropic Leadership Council, as well as Chair of the Madison Arts Council Development Committee. Mr. Rechler holds a Bachelor of Science degree from Roger Williams University as…
…process he enjoyed working directly with excavation, wood framing, and installing drywall. Philanthropic endeavors aside, Joe is also known for his passion and talent in sculpture and graphic arts. As a young designer, Joe enjoys his application of experimental and…
…estate and philanthropic tax plan aligned to their long term financial needs. • Provided pre-trade tax planning for PM/trader to assist in trade development with consideration of various tax types, jurisdictions and investment instruments through to evaluation of counterparty…
…political players, philanthropists, celebrity and their assistants. If you would be so kind and contact me at your next opportunity, it would be a pleasure to discuss with you the very specific requirements of character and skill you believe is…
…as Koch's groups were previously known, rebranded last year under the name Stand Together, which describes itself as a philanthropic community. Brian Hooks, who chairs Stand Together and oversees Koch's philanthropic and political operations on a day-to…
…Your permission for disclosure of your name will allow Mount Sinai stall to contact you about marketing or philanthropic efforts that may-be of interest to you,' No other information about you or your medical treatment will be disclosed — that…
…furnishings. In 1991, Wexner made Epstein trustee of the Ohio Higher Education Trust, a philanthropic fund endowed with She is the president and founder of The TerraMar Project (TMP), a web-based non-profit organized to protect Straight, No Chaser…
…7 years now. He is a brilliant financier, investor, philanthropist, promotes education. I am sure you will have a lot to talk about and find exciting business opportunities together :-) Jeffrey proposed to connect by Skype to start with. He will…
…7 years now. He is a brilliant financier, investor, philanthropist, promotes education. I am sure you will have a lot to talk about and find exciting business opportunities together :-) Jeffrey proposed to connect by Skype to start with. He will…
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