))
Episode 3 – How Strategic Philanthropy Helps Wealthy Families Thrive
Manage episode 432953379 series 3585405
Content provided by Our Family Office Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Our Family Office Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On episode 3 of the Our Family Office podcast, host Adam Fisch sits down with fellow Client Advisor Connor Kelly to discuss philanthropy. Adam and Connor walk through the “capital pyramid” and what it means to engage in strategic philanthropy (maximizing personal impact, charitable impact, and tax efficiency). They also discuss the benefits for families in establishing family foundations, and the ways in which a foundation can pass on family values and build connection across generations.
For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.
Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
4 episodes
Share
