Different types of philanthropy in the context of intergenerational succession planning and family offices. 12 July 2023

Host group
Host Left
Hosted by
STEP New South Wales
Event Type
Meeting/Seminar
Date

STEP NSW Branch invites you to a seminar with Caitriona Fay, Managing Partner, and Craig Connelly, Partner, Community and Social Investment at Perpetual Private.

Topic: Different types of philanthropy in the context of intergenerational succession planning and family offices

As many of your clients amass substantial wealth, they are often faced with the issues of succession planning, inter-generational wealth transfer, and introducing younger generations to wealth, responsibility, and opportunity in a manner consistent with the core values of a family’s founders. Introducing the concept of family philanthropy is an effective way to create a safe space within which these complex, familial issues can be explored that is values-based, moderated, engaging and respectful.

This is an online-only event.

For further information or assistance, please contact [email protected]

Cost group
Event Cost
Australian Dollar
25.00
STEP Member Registration
Australian Dollar
35.00
Non-STEP Member Registration
Schedule
12:30 - 13:30
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
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Payment Options
Credit card
Contact
STEP New South Wales
.
[email protected]
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