Connector

Randy Kaufman

Randy’s expertise includes estate and income tax planning, pre-deal planning, multi-generational issues, impact investing and philanthropy. Randy has held various investment banking and tax structuring positions at J.P. Morgan and practiced corporate tax law at Paul, Weiss, Rifkind, Wharton & Garrison. She has been a featured speaker over the years on numerous topics, including Behavioral Finance and Philanthropy, The Integration of Business and Personal Issues and Estate Planning Strategies and Impact Investing. Her philanthropic work includes serving on the advisory boards of Indego Africa and most recently, Acumen.org.

Describe the Impact of a Project you’re focused on.

Helping Acumen prepare for an eventual leadership transition as the organization turns 20 and helping them attract and maintain major donors who are loyal to the organization as well as current leadership. The impact will be helping a world class non-profit further it's mission in standing with the poor and changing the way the world tackles poverty.

What results do you hope for when the impact is amplified?

That I can help the team obtain measurable results in terms of people added to the Acumen partnership, especially major donors who commit to giving on an on-going basis.

What do you have to offer as a connector? What can you give as expertise to others?

Understanding technical estate planning strategies from a psychological and family dynamics perspective. Many lawyers are great with the technical issues but often miss what happens after implementation and how seemingly harmless structures can result in family strife. Also, I have a vast network of lawyers, accountants, philanthropy advisors and others, given my 20+ years in working with high net worth individuals I can share with anyone who needs help. I always want to fit the need and the correct professional. Plus, I've been doing events since 1998 and can offer thoughts on the planning side in terms of logistics, topics, talks, speakers, coaches, etc...
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