• Episode 3 – How Strategic Philanthropy Helps Wealthy Families Thrive

  • 2024/08/07
  • 再生時間： 17 分
  • ポッドキャスト

Episode 3 – How Strategic Philanthropy Helps Wealthy Families Thrive

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  • 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.
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あらすじ・解説

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.
個人ファイナンス 経済学
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