Family Legacy, Shared Values & Philanthropy

A family legacy includes the values, relationships and sense of purpose passed to future generations. Explore how charitable giving, family foundations and open conversations can help families build a shared direction. Start with Charitable Giving – Steps to building the family legacy and When talking wealth with your children, focus on stewardship.

Giving as glue: Aligning generational philanthropy for future goals

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Giving as glue: Aligning generational philanthropy for future goalsSamy Dwek2026-10-24T22:59:49-04:00

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Real wealth isn’t money, it’s our childrenSamy Dwek2026-10-24T23:06:38-04:00

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It’s time for a checkup: An interview with The Family Office DoctorSamy Dwek2026-10-24T23:09:38-04:00

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One reason families are often better served by Foundations vs DAFsSamy Dwek2026-10-24T23:11:30-04:00

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Charitable Giving – Steps to building the family legacySamy Dwek2026-10-24T23:54:53-04:00

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Making the most of your charitable giving all year ’roundSamy Dwek2026-10-24T23:15:59-04:00

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Video – United Way “Donor Advised Funds vs Charitable Foundations”Samy Dwek2026-10-24T21:32:33-04:00

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Choose the right strategy for your philanthropySamy Dwek2026-10-24T23:16:38-04:00

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Video – What can we learn from the Gates Foundation?Samy Dwek2026-10-24T21:34:08-04:00

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Best practices if making philanthropic giftsSamy Dwek2026-10-24T23:21:49-04:00