Name
Purpose, Power and Planning: Using Philanthropy to Shape the Next Generation
Date & Time
Friday, May 15, 2026, 9:40 AM - 10:20 AM
Speakers
Description
Philanthropy is becoming a central pillar of UHNW family governance, offering a practical way to educate heirs, foster stewardship, and shape shared values. This session will explore how charitable vehicles such as foundations, donor‑advised funds, and purpose‑driven trusts can be integrated into succession planning, next‑gen engagement, and cross‑border planning. We will discuss structuring options, tax‑efficient giving, and how philanthropy can balance family dynamics while supporting long‑term governance and purpose-led planning.