Anne Etheridge

Anne Etheridge is the founding director of the Norton Family Office, which was created in 1990, and author of Working Together For Common Purpose: Family Offices and Family Philanthropy. She also served as Executive Director and Secretary/Treasurer of the Board of the Peter Norton Family Foundation until the Foundation was dissolved in 2011. Deeply committed to family philanthropy and, in particular, to exploring what personal wealth means to women, Anne was the driving force behind WomenGive. Last year, she helped to create the Women,Wealth and Philanthropy Initiative based in Orange County, California. Anne has written for public and commercial television, and her articles have appeared in newspapers and magazines across the country.

Contributions

Family Offices and Family Philanthropy

Posted on November 8, 2012 by Anne Etheridge, Craig Muska, Elizabeth “Buffy” Minkin, Jim Frey, Sara Hamilton

As the field of family philanthropy continues to evolve, the options available to families for managing and making the most of their giving are expanding at a rapid pace. One option that a growing number of philanthropic families are considering is the creation of a family office - a private entity that manages the investments and trusts for a single family, while also providing a variety of other personal services, among them philanthropic advising or the housing of a family foundation… Read More

Working Together for Common Purpose: Family Philanthropy Through the Family Office

Posted on October 10, 2012 by Anne Etheridge

As the field of family philanthropy evolves, the options available to families for managing and making the most of their giving continue to keep pace. One option that a growing number of philanthropic families are considering is the creation of a single family office, a private entity that manages the investments and trusts for a single wealthy family—or multiple branches… Read More

Family Philanthropy Through the Family Office (Full Report)

Posted on October 10, 2012 by Anne Etheridge

This special Passages report is based on results of the first national study to explore the relationship between family offices and family philanthropy, identifying common themes for both success and failure. As a benchmark report for the field, the study draws on personal interviews and results from a survey of family offices to highlight emerging best practices by which family foundations and family offices can effectively work together to maximize the positive returns for the community and the family… Read More
Featured Article

Conflicts of Interest: Steering Clear of Potholes and Other Bumps in the Road

Posted on June 15, 2010 by Anne Etheridge

Most family foundations prefer to focus on the business of giving, without having to worry about tripping over the sometimes obscure rules and regulations that govern this work. But the fact is that family foundation boards need to be aware of potential potholes on the road named philanthropy. Driving blind down this road can get you into trouble. One potential… Read More

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