A space for thinking, reading and reflection on philanthropy, wealth, impact and the changing relationship between money and meaning.
Before we define Philanthropy 3.0, let’s review how the term ‘wealth’ has changed. The term ‘wealth’ is derived from the 12th century. It stems from the word ‘wele’ meaning ‘well-being’
Successful wealth transition is built on conversations, not just succession plans. I explore why open dialogue about purpose, identity and legacy helps families navigate inherited wealth, and why wealth advisers must adapt their approach to remain relevant to the next generation.
The expectations of wealth holders are changing. In this short video, I explore why the next generation, women and inheritors increasingly expect more personalised, values-led relationships with their advisers, and why wealth management firms need to rethink the client experience if they want to build lasting relationships.
Our professional journeys often shape the way we see the world. In this podcast, I reflect on the experiences that led me into philanthropy, how my thinking has evolved over the past 25 years and why I believe conversations about purpose are becoming an essential part of the future of wealth.
Meaningful philanthropy is built on relationships, not just resources. I explore why strong networks, trusted partnerships and collaboration are essential to creating lasting social change, and how philanthropists can achieve greater impact.
