For family office professionals and senior managers

Most family office professionals are comfortable discussing asset allocation, succession planning, and tax structuring with their clients. The philanthropy conversation is different. It touches values, identity, and family dynamics in ways that can feel uncertain to navigate.

This half-day session equips family office professionals with the insight, language, and practical frameworks to initiate and structure the giving conversation with confidence. Participants will also learn when and how to bring in specialist support.

Participants leave with:

• A clear understanding of why philanthropy conversations stall and how to move them forward

• Practical conversation starters they can use immediately

• A framework for assessing a client's giving readiness and philanthropic priorities

• Clarity on when and how to refer clients to specialist philanthropy advisory

Half day | For family office professionals and senior managers