Co-Founder and CEO India Development Review
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.
- 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?