Family Philanthropy
Philanthropy in the Family Office…Presented in London!
We are very excited to present the findings of our white paper “Philanthropy in the Family Office: A Global Perspective” during the Global Family Office Community gathering of family offices and their staff on June 2, 2015 in London. The comprehensive report discusses philanthropy in the family office and trends around next gen giving, social…
The Great Perpetuity Debate
If you and your family have a family foundation, particularly one that involves multiple generations, chances are you’ve had an important conversation every now and again that starts something like this: How long do we want our giving to last? What change or impact do we want to see happen through our giving, and within…
Wealth Managers + Philanthropy Advisors = Successful Family Philanthropy
If there’s one thing I’ve learned over years of working with philanthropic families, it’s this: the more I can communicate, coordinate and collaborate with the family’s wealth advisors and family office staff, the further along these families are in their philanthropy. For example, I currently manage a family foundation that is led by an influential…
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