ESG in managing family foundations and family offices

Author(s):  
John Hill
Keyword(s):  
2019 ◽  
Vol 69 (1) ◽  
pp. 109-124
Author(s):  
Mark E. Feinberg ◽  
Jesse Boring ◽  
Yunying Le ◽  
Michelle L. Hostetler ◽  
Jennifer Karre ◽  
...  

2019 ◽  
Vol 25 (6) ◽  
pp. 701-704
Author(s):  
Goran Studen

Abstract In many respects, Swiss foundations are truly unique, also in terms of governance. Unlike other legal entities that are subject to external control by governmental bodies due to their specific activities (eg financial market regulation and supervision), Swiss foundations—with the exemption of ecclesiastical and family foundations—are supervised irrespective of the specific nature of their activities. This creates a special relationship between the supervised and the supervisor. However, problems occur when foundations find themselves exposed to supervisory actions they consider unjustified. Against this background, this article examines the instruments and the effectiveness of legal protection available to Swiss foundations.


2020 ◽  
Vol 26 (6) ◽  
pp. 580-589
Author(s):  
Natalie Peter

Abstract At a governmental level, the introduction of a Swiss law on trusts is currently being reviewed. One of the arguments is that Switzerland does not provide for a suitable instrument to be used for estate planning or asset protection purposes. Many scholars and practitioners take the view, though, that a common law trust is not a suitable instrument and that therefore it would be more advisable to review the existing instruments, such as the Swiss family foundation or the fiducie (Treuhand), and to amend them accordingly. This article shall shed some light on the Swiss family foundation, on its use and limits and how it could be used de lege ferenda in the future if its legal limits were finally to be released.


2014 ◽  
Vol 28 (6) ◽  
pp. 821-831 ◽  
Author(s):  
Mark E. Feinberg ◽  
Damon E. Jones ◽  
Michael E. Roettger ◽  
Anna Solmeyer ◽  
Michelle L. Hostetler

2018 ◽  
Vol 62 (13) ◽  
pp. 1759-1776 ◽  
Author(s):  
Myles McGregor-Lowndes ◽  
Alexandra Williamson

Australia lacks a dedicated legal structure for foundations, and public data on its philanthropic sector are sparse. There is no public registry of foundations as opposed to charities generally, and the information held by the revenue office on foundation activity is generally unavailable. Available data are presented and show that Australian foundations are experiencing a phase of slow but steady growth in both numbers and size, punctuated by an increasing number of high-profile philanthropic donations by individuals, which are bringing public attention to the sector. This has been partially enabled by new tax arrangements that permit modified U.S.-style family foundations. Community foundations and collective giving are steadily growing as well. The major fields of foundation activity as well as their growing roles in Australian society are described. Finally, a research agenda is proposed that encompasses not only improved data collection but an exploration of emerging trends such as foundation staff professionalization, response to government marketization of welfare provision, and the increasing voice of foundations concerned with the environment.


2019 ◽  
pp. 105-127
Author(s):  
Frances Neff Phillips

In 1994, four family foundations in San Francisco launched a grantmaking program to support Bay Area artists by providing them with project grants for the creation of new work through collaborations with nonprofit organizations. Creative Work Fund grantees may collaborate with any kind of nonprofit organization and many choose to work in community settings. This chapter explores five projects awarded grants between 2008 and 2013. Each focused on a distinctive goal: increasing cohesion among a community of recent immigrants from Africa, exploring a city's recovery from the economic downturn and foreclosure crisis, promoting literacy and reading in a inner city school district, incorporating public art into the development of an historic waterfront, and achieving better health and mental health outcomes for women infected with HIV. Project research is based on grant proposals, reports, media coverage, and interviews with artists and their principle nonprofit partners.


Author(s):  
Frances Neff Phillips

In 1994, four family foundations in San Francisco launched a grantmaking program to support Bay Area artists by providing them with project grants for the creation of new work through collaborations with nonprofit organizations. Creative Work Fund grantees may collaborate with any kind of nonprofit organization and many choose to work in community settings. This chapter explores five projects awarded grants between 2008 and 2013. Each focused on a distinctive goal: increasing cohesion among a community of recent immigrants from Africa, exploring a city's recovery from the economic downturn and foreclosure crisis, promoting literacy and reading in a inner city school district, incorporating public art into the development of an historic waterfront, and achieving better health and mental health outcomes for women infected with HIV. Project research is based on grant proposals, reports, media coverage, and interviews with artists and their principle nonprofit partners.


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