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Ten Minute Interview: Program-Related Investments

August 14, 2025

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Brian Lucareli, director of �鶹ֱ�� Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Michael Calabrese, partner and member of our Fund Formation and Investment Management group, and Emmaline Jurgena, associate and member of our Estate Planning group, for a 10-minute interview to discuss program-related investments. During the session, Michael and Emmaline provided an overview of program-related investments, including their purpose for charitable organizations, the necessary IRS documentation, and how they compare to traditional investments.

Authors

Brian L. Lucareli
Jason J. Kohout
Emmaline S. Jurgena

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Family Offices

Practice Areas

Estate Planning

Topics

Family Office’s Ten Minute Interviews

Author(s)

A man in a dark pinstripe suit and light blue tie stands smiling in a blurred law offices hallway background.

Brian L. Lucareli

[email protected]

Milwaukee 414.297.4950

Smiling man wearing a dark pinstripe suit, white shirt, and patterned tie stands in a brightly lit hallway with neutral colors, reflecting the professional atmosphere of a corporate law office.

Jason J. Kohout

[email protected]

Milwaukee 414.319.7053

A woman with long dark hair wearing a textured gray blazer stands in a modern, bright corporate law office, looking at the camera with a neutral expression.

Emmaline S. Jurgena

[email protected]

Milwaukee 414.297.5178

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