If Gideon Bernstein has one theme in life, it is surely ‘giving.’ A founding partner of Leisure Capital Management and our Chief Investment Officer, he spends many of his days helping our clients grow and protect their wealth. Muc...

In the midst of the coronavirus pandemic, I decided to write a book about charitable giving. As I’ve watched people everywhere respond to the global call to help others, two things have become glaringly clear to me. First, that i...

For years, charitable giving has been one of my personal passions. I currently serve as a board member for and advise numerous private family foundations, and I have served as Chairman of the Board for a local community...

Every year, around the holidays, we get questions on how to lower tax bills and charitable giving always comes to the forefront of the conversation. How fitting that a gift can both be rewarding to the recipient, but reciprocal...