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?

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


The Grange Hotel, Tower Hill
45 Prescott Street
E1 8GP
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