Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
16 insights for “Philanthropy”
The integrator: A new kind of wealth holder in family offices
In this article, Simple Expert Sharon Schneider explores the emergence of a new type of…
Philanthropy 3.0 for advisers and clients
In this article, Simple Expert Juliet Valdinger explains Philanthropy 3.0 and discusses why wealth managers,…
Why brand is a force multiplier in philanthropy
For family offices and private philanthropies, brand is often the untapped lever that turns intent…
Should family offices be providing philanthropy advice?
Should advisers feel a moral responsibility to discuss philanthropy? In this article, Simple Expert Juliet…
Your clients’ values aren’t fluff. They’re important
Why should family office advisers pay close attention to their clients’ values? In this article,…
Four steps to spending down with purpose
In this article, Simple Expert Sharon Schneider presents a four-step approach to spending down with…
Rethinking Philanthropy: The Role of Wealth Advisors and Technology in Meeting Modern Donor Expectations
Paul Lussow (TIFIN Give) shares insights on how technology is transforming philanthropy, the shifting role…
Family Foundations Losing Their Shine
Learn why family foundations often fall short of their promises. Simple Expert Sharon Schneider shares…
Women controlling wealth
There’s a great wealth transfer I don’t see anyone talking about. I know we’ve been…
Simplify and scale giving for family offices
This article explores the challenges family offices face in managing philanthropy. Learn how modern philanthropy…
Empowering impact: Channeling philanthropic capital into for-profit initiatives
Donor Advised Funds (DAFs) have emerged as a strategic tool in this new philanthropic landscape,…
How family offices can maximise their impact in 2024 and beyond
Learn how modern family offices can enhance their impact by integrating sustainable investments, innovative philanthropy,…
Venture philanthropy for family offices
This insight delves into how family offices can utilise venture philanthropy to align investments with…
Venture philanthropy vs impact investing: How to align impact and philanthropy
Impact investing and philanthropy are not necessarily on opposite sides of the scale. However, understanding…
Activist Philanthropy and Innovative Family Structures
There’s a new breed of activist philanthropists who are going beyond the call of duty…
Impact investing and philanthropy: how family businesses can make real impact
Impact investing and philanthropy have always been part of the DNA of entrepreneurial families, albeit…
