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