Investing in shared purpose and values through family offices

Event Details
  • November 28th, Thursday, 9:45am - 10:25am
  • Grand Ballroom
Smarinita Shetty

Smarinita Shetty

Co-Founder and CEO India Development Review

Session Description

Philanthropy is becoming well established within family offices. As more and more High Net Worth individuals turn to philanthropy, they are looking to involve their family offices and look at in some cases a 100% deployment of their portfolio.  Many a time we find that these individuals and their advisors are looking at incorporating a more structured and nuanced approach to their giving. Employing more deliberate charitable approach helps achieving ‘positive social impact’ along with their broader wealth management.

As more next gen wants to look at the “total impact” of their wealth, we find that family offices often use their philanthropy strategy to build family harmony and begin carving a roadmap for the next generation by uniting them around shared causes and family values.

In this session principals from family offices will share the motivation behind their journey of philanthropy and the challenges and opportunities they face along the way.

Key Takeaways:

  • What are the approaches that the different family offices use to make their giving effective and efficient?
  • What are their methods of measuring impact?
  • What are their succession plans to ensure future philanthropic stewards and leaders?


AVPN India Summit 2018 Recap

  • Summit Attendees 260
  • Speakers 46
  • Reports launched 3
Watch 2018 Summit Recap