Family businesses and social responsibility: Doing well by doing good


For many family businesses, any aspect which can strengthen their business model, and aid their profitability, success and likelihood of succession amidst generational turnover, can only be a good thing.

Operationalising and formalising philanthropy into the business model can do just that. Philanthropy can help to align values and common purpose and drive better business outcomes.

But how does a family business embark on this journey? How do they formalise and normalise ‘doing good’ as part of their business model? How can it be measured and reported? How does a practitioner convey to their family business client that ‘doing well’ and ‘doing good’ are not mutually exclusive.

Why watch?

Hear from a diverse panel the motivations and value in philanthropic endeavours for a family business and how to embark on that journey with your family business client and technically structure philanthropic activity..


  • Daniel Trimarchi TEP, Director-Family Dynamics and Governance, KPMG Enterprise and Co-Chair, STEP Business Families Special Interest Group - Australia


  • Rennie Hoare, Head-Philanthropy, C. Hoare & Co. - UK
  • Alana Petraske, Partner – Charities & Philanthropy team, Withersworldwide - USA
  • Mitchell Spearman, Founder & Dreamer, Gifts of a Lifetime LLC - USA

Thank you to our sponsors


Alzheimer's Society


Deltec Bank


TMF Group