In this episode of the Disruptive Successor Show, host Jonathan Goldhill and Jill Shipley, Head of Governance and Education at ALTI Tiedemann Global, delve into the challenges and strategies of navigating charitable giving, raising responsible heirs, and fostering intergenerational dialogue within affluent families. They explore the nuances of managing wealth, instilling values, and engaging younger generations in philanthropy.

KEY TAKEAWAYS

• Navigating Wealth and Responsibility: The conversation revolves around the challenges faced by affluent families in raising responsible heirs amidst financial abundance, emphasizing the importance of instilling purpose and values beyond monetary wealth.
• Generational Dynamics: Understanding the shifts in values and motivations across generations, exploring ways to bridge the gap between different perspectives on wealth, success, and charitable giving.
• Engaging in Charitable Conversations: Encouraging open dialogue among family members, fostering a shared understanding of philanthropic goals, and finding common ground to make a positive impact within the community.
• Empathy and Learning: Emphasizing the significance of empathy, respect, and learning across generations, encouraging younger heirs to actively engage with older family members to understand their values and experiences.

QUOTES

• "Money is a tool that provides opportunity but also carries responsibility. It can be a burden when unprepared for its weight."
• "Success should not solely depend on income. Purpose and meaning matter just as much, if not more, than monetary wealth."
• "Let's focus on what we agree on rather than fighting about what we disagree on, especially when engaging in shared family giving."

Connect and learn more about Jill Shipley in this link below.

• LinkedIn: https://www.linkedin.com/in/jill-shipley-a8116213/

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