In advising high-net-worth and ultra-high-net-worth clients, there has long been a debate between the advantages and disadvantages of a family foundation versus donor advised funds. Join this introspective and informative “duel” between key executives from a family foundation and a donor advised fund, as we compare and contrast the merits of each.
At ImpactAssets, Alex Neckles has spent more than a decade working with family offices, high-net-worth individuals, financial advisors and impact organizations to invest in socially conscious enterprises using philanthropic capital. He joined ImpactAssets as part of the operations team, where he worked directly with clients to make custom investments into social impact organizations. Previously, Neckles was at the law firm of Katten Muchin Rosenman LLP, where he worked with the public finance group on multifamily affordable housing.