Generational Wealth Planning & Philanthropy -- Brandywine Oak Private Wealth

Описание: How do you pass down more than money to your heirs? In this conversation, Brandywine Oak’s Lisa Quadrini, our in-house expert on generational wealth and philanthropic planning, joins CEO Michael Henley to discuss the deeper side of wealth: values, vision, and legacy.

From navigating generational differences to introducing philanthropy to the next generation, Lisa shares guidance and real stories drawn from her work with affluent families.

In this video, you will hear:
How to begin meaningful family discussions around giving
Ways to involve children and grandchildren in charitable planning
Tools that make giving more personal and intentional

If legacy planning is on your mind, reach out to Brandywine Oak to explore what’s possible for your family.

https://brandywineoak.com/get-started/

Time Stamps
0:00 – Introduction: Meet Lisa Quadrini
0:33 – Starting the Philanthropy Conversation
0:47 – Begin with the Eldest Generation
1:14 – Tax Planning & Defining Philanthropic Intentions
1:43 – Why Most Families Don't Have a Philanthropy Plan
2:16 – Involving the Next Generation
2:30 – The Value of a Family Meeting
2:47 – Creating Generational Mission Statements
3:12 – Navigating Financial vs. Non-Financial Giving
3:58 – Donating Skills: Becoming a Nonprofit Board Member
4:44 – Real Client Example: Healthy Start in Florida
5:53 – Using Donor-Advised Funds to Involve Kids
6:48 – Thanksgiving: A Natural Time to Discuss Giving
7:03 – Partnering With Nonprofits for Greater Impact
8:25 – How Pledging Works for Larger Donations
9:00 – Closing Remarks & Next Steps


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