Periodicals
Finding a Focus for your Philanthropy
When you want to make sure your philanthropic giving will be relevant and effective, you can look across the field for needs and opportunities. In doing so, you will find causes, partners, or ways to plug in that you may not have known about before.
The Business of Philanthropy Balancing Passion and Strategy
Philanthropy is the ultimate luxury. You are giving money away in hopes of changing something in the world or your community, and you are doing so with the people closest to you—your family. Your philanthropy doesn’t have to be technical or overly measured, but consider this: What would it look like if you created a…
Facing Family Dynamics: Four Ways Families Get Into Trouble
Working with family, even on philanthropy, has its challenges. Even the most successful families experience misunderstandings, disagreements, and power struggles. Whenever a family must make decisions together about money—whether it’s making money, keeping money, or giving it away—it can get tricky. Emotions run high, and family members may react or revert back to long- established…
Top 5 Family Dynamics in Philanthropic Families and What You Can Do About Them
Even in the most successful families, misunderstandings, disagreements and power struggles can occur—and that might be on a good day. Add wealth to the mix, and family dynamics become a tricky business that can hinder good decision making. How can family offices help their families navigate these complex and confidential matters in a way that…
Why Your Philanthropy Mission Matters
Missions are a best practice in family foundations, and perhaps less common in family office giving or with individual donors. You may feel a mission might pigeonhole your giving, and that’s understandable. However, most philanthropists would agree that establishing a mission—and a narrow mission, at that—makes decision- making much easier and giving dollars more effective.
Impact Investing in the Family Office
Across the globe, people are looking to put their assets to work on the world’s problems while retaining their wealth and legacy for the long-term. For this reason, impact investing is attracting individuals, institutions, foundations and family offices the world over.
Involving the Next Generation Opportunities for Family Offices
Teaching children and grandchildren about philanthropy early on can be a predictor in preserving family wealth, unity and legacy over the long term.