Meet the Experts: Susan Winer, Strategic Philanthropy, Ltd.

Dennis Jaffe, PhD interviews Susan Winer, the domain champion for Social Impact and Philanthropy. The conversation focused on how families can effectively and successfully use philanthropy to share family values across generations, the challenges that 2020 has posed to for donors and where philanthropy is situated relative to other legal, financial and family dynamics conversations that may take place between advisors and their clients.

Click HERE to view the conversation.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry