Long before I worked in philanthropy, I experienced it from the other side. Years later, through a combination of extremely hard work and some luck, giving back to the community became something much more personal.

If you work with families long enough, you start to notice a pattern: philanthropy is often where unresolved family dynamics show up most clearly.

When families haven’t aligned on why different generations are involved, how decisions are actually made and what kinds of authority accompanies responsibility, philanthropic strategy struggles to land - no matter how thoughtful it is.

This month marks one year of advising families as they shape the future of their philanthropy — and I’m grateful for what this first chapter held.

Help your charitably-inclined clients make a meaningful impact—without adding hours to your workload. Learn how partnering with a philanthropy advisor can streamline the process and elevate your service.

Don’t miss the chance to talk to HNW clients about giving their money away. Everyone wishes they could do more with their money - and for these clients, they actually can.