This guide is the second in the Wealth Management Institute’s philanthropy series, developed in collaboration with the Private Banking Industry Group and supported by the Monetary Authority of Singapore. It emphasises the importance of designing a giving plan for effective philanthropy.
The guide introduces family-focused offices and the concept of holistic-impact philanthropy, which combines social returns with family wealth returns. Readers can explore the understanding of family wealth, encompassing not just financial assets but also human, intellectual, social, and legacy capitals. A self-assessment tool is provided to help families measure their philanthropic impact and guide discussions on their giving strategies.
These insights contribute to creating a comprehensive family philanthropic blueprint, along with reflective questions to help families define their success in philanthropy.
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