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.
