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INSIGHTS
Philanthropy and Impact


Family Office Philanthropy: The Questions That Lead to Lasting Impact
Most philanthropic conversations start with the same question: How do I give more? The Artemis Agency co-founders Catherine Kimmel and Sarah Adolphson have helped some of the most resourced people on the planet answer a harder one: How do I give better?
Jul 20


From Accumulation to Impact: The Strategic Philanthropy Playbook for Family Offices
Wealth creates options. What it rarely creates on its own is clarity about how to give it away well. For family offices and UHNW individuals navigating the shift from accumulation to purposeful impact, the gap between "I want to give" and "I am giving strategically" can stretch into years of reactive donations and mounting requests with no real sense of progress.
Jul 20


When Personal Loss Becomes Purposeful Giving: What the Shatterproof Story Means for Family Office Philanthropy
Every family office in the country is built to protect and grow wealth across generations. Advisors model tax efficiency, trustees structure governance, and principals plan for succession. But one of the most significant risks to family cohesion and continuity rarely appears on any balance sheet: addiction.
Jul 20


Giving Smarter: A Framework for Family Office Philanthropy
Scott Fifer of GO Campaign shares how family offices and UHNW individuals can apply investment portfolio thinking to charitable giving, using the local hero model to maximize philanthropic impact across 40 countries.
Jul 20


What Goes Into Donating Complex Assets and Investments in Family Offices
These assets often pose challenges regarding valuation, liquidity, and tax implications, but they also represent significant untapped potential for charitable giving.
Apr 11, 2024


Philanthropy and the Single Family Office
At its core, philanthropy in the context of an SFO embodies the desire for the family to leave a lasting legacy that extends far beyond financial wealth.
Feb 29, 2024
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