Philanthropy

Expert Roundtable: How Does the Family Office Connect to Philanthropy?

The family office plays a role in many families’ philanthropic endeavors. We asked several family members how their family office is involved in their charitable efforts, and we got family office experts to weigh in on how to think about the relationship between the family office and the family’s philanthropy.

Working Toward a Common Goal: Education, Philanthropy and Governance

John Michael (JM) Elder, president of the Wellspring Family Group, discusses how governance and wealth education within the family office help his family focus on their true passion: philanthropy.

Alternatives to Traditional Philanthropy

What does “impact investing” really mean? Avery Fontaine, head of Hawthorn Purpose for PNC Private Bank Hawthorn, offers a look at ways families can make a difference with their money beyond traditional philanthropy.

How one family office drives ‘Innovative Philanthropy at Work’

She discusses the nonprofits she and her family have formed since the sale, as well as the relationship between the Lavin Family Foundation, the family’s other foundations and the family business office, Polished Nickel Capital Management.

Family Office Focus on ESG, Philanthropy Expected to Grow

Environmental, social and governance (ESG) principles are key to family office investment priorities — and family office professionals expect an increasing focus in this area, according to a report by Ocorian.