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Guiding families in their philanthropic endeavors | podcast

Sep 30, 2023 · 29 min listen

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Family office clients face intricate planning challenges, especially when it comes to philanthropy. Collaborating with a multidisciplinary team of advisers can provide comprehensive support without the pressure of having all the answers. This PFP Section podcast episode features experts JG Gassman, CPA/PFS, CFP CAP, and Rick Peck, alongside family office specialist Steven Bowles, discussing effective strategies for supporting families in their philanthropic desires. They’ll be discussing:

  • Bridging the gaps in philanthropic planning strategies

  • Understanding family legacy and worldviews

  • Aligning philanthropic

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