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As we embark on a new year, now is the perfect time to reflect on the important and meaningful philanthropic conversations you may have recently had with family over the holidays. To help you explore your giving potential and inspire your next steps, we highly recommend watching and sharing this Family Office Exchange (FOX) Webcast. After all, there’s no one better to hear from than our own Elizabeth Wong, head of philanthropic advisory services, who joined FOX’s Chief Learning Officer, Mindy Kalinowski, to share her deep domain expertise.

About the Webcast
Seeking to preserve your family’s values, support each member’s ability to personally thrive and engage collectively in meaningful ways? Philanthropy can be a great unifier in family wealth. Get inspired with an enlightening discussion on family legacy, making an impact and finding the path forward—together.

The discussion covers topics such as:

• Involving the next generation
• Defining your legacy going forward
• How family can align on strategic decisions such as succession planning or sunsetting
• Finding unity in knowing what you don’t want to do as a family
• Values and how they manifest themselves in different ways

Watch the full webcast>>

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If you’re looking for an easier way to manage a foundation or want to start a foundation, our philanthropic specialists are here to help! To learn more, schedule a call with us or reach us at 800-839-0054. Together, let’s #begiving.

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