Episode 3 – How Strategic Philanthropy Helps Wealthy Families Thrive

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.

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Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.