Reviewed as of October 2025
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