We define philanthropy as the giving of resources in an engaged and strategic way for maximum impact and in a tax efficient manner. It can include the giving of money, assets, time, talent, voice and one’s social capital. We believe in the power of philanthropy as a great social connector and the source of many great opportunities.

City Philanthropy

A Wealth of Opportunity

Family governance and strategic philanthropy: Can you beat the 'midas curse' of failing family business succession?

10
Dec
1:00 pm

Deepen your knowledge in a specialist area with STEP's Special Interest Groups' Spotlight Sessions at the Grange Hotel Tower Bridge in London, UK on On 10 December 2015.

Family Governance and Strategic Philanthropy: Can you beat the 'Midas Curse' of Failing Family Business Succession?

A high energy, practical session that will see lively debate and discussion about the limits of estate planning and when advisors should be focusing on helping their clients build a lasting legacy.

Legal, governance and philanthropy experts will be sharing their deep experience of working with business families and what they have learned about the secrets of long-term family success. Delegates will leave with practical tools to help them engage with families across generations and in complex situations.

Panellists will discuss and debate questions around:

  • The 'Midas Curse'; Greek myth or reality?
  • Why families neglect to develop a succession plan; the complexity of decisions and emotive issues
  • Transitioning to the next generation: Values vs. valuables
  • Family constitutions - insurance against family disharmony? Product or process?
  • "To Give, or Not To Give?" Why family philanthropy doesn't always work
  • The shift away from traditional, one-dimensional advisory relationships and estate planning, to broader focus on "Lasting Legacy Planning"
  • The changing nature of motivations driving client philanthropic decisions across generations

Click here to book your place

address

The Grange Hotel, Tower Hill
45 Prescott Street
London
E1 8GP
Good for: 
Cost of event tickets: 
£120.00