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Our Wealth Compass, Inc. provides general counsel and family office services for private foundations, family businesses and  tax-exempt organizations.  We are experts in estate and charitable...

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Our Wealth Compass, Inc. - Home | ourwealthcompass.com Reviews

https://ourwealthcompass.com

Our Wealth Compass, Inc. provides general counsel and family office services for private foundations, family businesses and  tax-exempt organizations.  We are experts in estate and charitable...

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ourwealthcompass.com ourwealthcompass.com
1

Our Wealth Compass, Inc. - Observations

http://www.ourwealthcompass.com/observations.html

Taking Family Philanthropy to the Next Level. Elevating the success of Family Enterprises in philanthropy involves three elements: 1) removing barriers to the effectiveness of the process; 2) identifying and committing to the right strategy; and 3) refreshing the family's engagement with periodic "energy bursts.". Removing barriers to the effectiveness of the process. Once the process has been established, strategic planning. Diversity and Inclusion in Giving. Exercise "Cultural Humility" in Philanthropy.

2

Our Wealth Compass, Inc. - Home

http://www.ourwealthcompass.com/index.html

Our Wealth Compass, Inc. provides general counsel and family office services for private foundations, family businesses and tax-exempt organizations. We are experts in estate and charitable planning, governance, succession, and legal compliance. Our goal is to serve as a key resource for our clients in guiding, exploring and implementing the strategic direction of their organizations. We carefully tailor our engagements to meet the specific needs of our clients. More Information About Our Services.

3

Our Services - Our Wealth Compass, Inc.

http://www.ourwealthcompass.com/our-services.html

What could our team accomplish together with the right resources? The possibilities are limitless.". General Counsel Services for Private Foundations. Our Wealth Compass provides the following range of services for Private Foundations:. Forming the Foundation, including State Nonprofit Filings and Federal Filings, Application for Tax-Exempt Status as 501(c)(3) Organization. Providing an Address and Office Presence for the Foundation. Strategic Planning for the Foundation. Our Wealth Compass provides the ...

4

Resources - Our Wealth Compass, Inc.

http://www.ourwealthcompass.com/resources.html

Sustaining an organization over several generations of leadership can be a complex undertaking. At Our Wealth Compass, we believe that the highest level of success comes from exploring and sharing resources among all stakeholders at each stage of the process. Tools in your toolbox for board and family business ethics. Resources for effective communication and decision-making among board members and family business groups. Our Wealth Compass, Inc. 362 3rd. Street, Excelsior, MN 55331.

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Our Wealth Compass, Inc. provides general counsel and family office services for private foundations, family businesses and tax-exempt organizations. We are experts in estate and charitable planning, governance, succession, and legal compliance. Our goal is to serve as a key resource for our clients in guiding, exploring and implementing the strategic direction of their organizations. We carefully tailor our engagements to meet the specific needs of our clients. More Information About Our Services.

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