Growth in the number and impact of family offices around the world is skyrocketing. Knowing how to recognize that a family has an office managing their finances and philanthropy (amongst other things!) and discovering who the key decision-makers are is increasingly important when cultivating ultra high net wealth individuals for major philanthropic giving. HBG Senior Researchers Elizabeth Roma and Kenny Tavares guide us through the key information you need to know, and provide additional sources to learn more about this fascinating growth area impacting our sector.

Knowing how to recognize that a family has an office managing their finances and philanthropy (amongst other things!) and discovering who the key decision-makers are is increasingly important when cultivating ultra high net wealth individuals for major philanthropic giving. HBG Senior Researchers Elizabeth Roma and Kenny Tavares guide us through the key information you need to know, and provide additional sources to learn more about this fascinating growth area impacting our sector.