The Truth About Wealth

Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)


Listen Later

What’s the secret to leaving a lasting legacy through philanthropy? 

Join John and Michael Parise as they sit down with Marlene Olshan and Ann Figueredo from Momentem Consulting Group. Together, they explore how families can define and achieve meaningful philanthropic goals.

Marlene and Ann share their journeys and discuss Momentem’s mission to help both non-profits and high-net-worth individuals make purposeful impacts. From establishing a ‘Purpose Framework’ to unifying family values through philanthropic endeavors, the conversation is rich with insights for anyone tasked with managing family wealth.

Here’s what you’ll gain insight into:

  • The unique challenges and joys of intergenerational philanthropy [06:31]
  • Crafting a Purpose Framework to streamline philanthropic decisions [18:47]
  • Characteristics of successful philanthropists and how to aspire to that level [13:01]
  • The role of family dynamics in long-term philanthropic planning [29:18]
  • And more!
  • Connect with John and Michael Parise:

    • 856-988-8300
    • Copper Beech Financial Group
    • LinkedIn: John Parise 
    • LinkedIn: Michael Parise 
    • LinkedIn: Copper Beech Financial Group, LLC
    • Facebook: Copper Beech Financial Group, LLC
    • Connect with Momentem Consulting Group:

      • Momentem Consulting Group
      • LinkedIn: Marlene L. Olshan
      • LinkedIn: Ann F.
      • (215) 964-9067
      • About Our Guests:

        Ann Figueredo has over 35 years of experience as a strategy, marketing, new product development, and fundraising expert in the higher education, financial services, and pharmaceutical industries. She has held senior leadership positions to plan and execute successful comprehensive capital campaigns, launch new products and services domestically and internationally, and spearhead market research studies to open new market opportunities. 

        Ann is a graduate of Haverford College (BA) and Columbia University (MBA). She has held senior leadership roles at Haverford College, Germantown Friends School, SEI Investments, Spectrem Group, Visa International, Bankers Trust, and Pfizer.

         

        Marlene Olshan has over 35 years of experience in executive leadership with functional expertise in strategy, operations, and fund development. Marlene has led organizations in the human services, retail, and financial services sectors, with particular expertise in positioning organizations to scale.  

        Marlene is a graduate of Temple University ( BA) and has received a Certificate in Public Policy Leadership from Harvard’s Kennedy School. She has held senior leadership positions at Vetri Community Partnership, Big Brothers Big Sisters Southeastern PA, The Department of Human Services for the City of Philadelphia,  Spectrem Group, GIII Apparel Group, and Macy Specialty Stores.

        ...more
        View all episodesView all episodes
        Download on the App Store

        The Truth About WealthBy John Parise and Michael Parise

        • 4.6
        • 4.6
        • 4.6
        • 4.6
        • 4.6

        4.6

        14 ratings


        More shows like The Truth About Wealth

        View all
        Masters in Business by Bloomberg

        Masters in Business

        2,174 Listeners

        The Bill Simmons Podcast by The Ringer

        The Bill Simmons Podcast

        30,136 Listeners

        The Meb Faber Show - Better Investing by The Idea Farm

        The Meb Faber Show - Better Investing

        938 Listeners

        Behind the Markets Podcast by Behind the Markets

        Behind the Markets Podcast

        102 Listeners

        The Peter Attia Drive by Peter Attia, MD

        The Peter Attia Drive

        7,953 Listeners

        Bogleheads On Investing Podcast by bogleheads

        Bogleheads On Investing Podcast

        592 Listeners

        The Charlie Kirk Show by Charlie Kirk

        The Charlie Kirk Show

        49,268 Listeners

        All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

        All-In with Chamath, Jason, Sacks & Friedberg

        9,207 Listeners

        Barron's Streetwise by Barron's

        Barron's Streetwise

        1,546 Listeners

        Huberman Lab by Scicomm Media

        Huberman Lab

        28,494 Listeners

        Morning Wire by The Daily Wire

        Morning Wire

        26,537 Listeners