Today, it is my pleasure to speak with Betsy Erickson & Joseph Brooks, Co-Heads of Family and Individual Services at Arabella Advisors, a leading philanthropy services firm supporting individual, family, institutional, and corporate donors worldwide. Prior to joining Arabella, Betsy worked for eight years in the nonprofit sector with groups focused on cancer research. She provided independent consulting services to national and regional nonprofit organizations such as CureSearch National Childhood Cancer Foundation, the Make-A-Wish Foundation, and the Lance Armstrong Foundation. Prior to joining Arabella, Joseph led the philanthropic advising team at the Greater Milwaukee Foundation and was a fundraising strategist for Marquette University and the country’s largest HIV/AIDS service organization.

Betsy and Joseph, and their firm Arabella, are valued Advisor members of FOX, and we are privileged to have their knowledge and expertise in our membership community.

The role of philanthropy within enterprise families is evolving – in some cases, philanthropy becoming the primary activity of the family enterprise. Betsy and Joseph talk about what is happening today in the world of family philanthropy and highlight the latest trends that have been shaping the space over the recent years.

These trends are inevitably affecting the role and design of the family office. Betsy and Joseph explain how family offices are transforming to respond to the importance of philanthropy and how they should be redesigned to support the family’s evolving needs and activities.

Arabella Advisors has put forth a body of thought leadership on the barriers to philanthropy that constrain enterprise families. Betsy and Joseph provide an overview of the most common barriers families face and how they can practically overcome them.

Philanthropy is often one of the most common activities families undertake together after they have evolved beyond being fully focused on their business – and as a result, it often is the training ground for other joint activities by the family. Betsy and Joseph share their views on the role of philanthropy in helping families work together and its broader practical implications on fostering lasting collaboration and unity among family members.

Don’t miss this highly informative conversation with two of the leading experts and advisors in the realm of family giving and philanthropy.