Helping women investors make the most of all life has to offer
Balancing Your Needs Today with Planning for Your Future
As a family steward, you are building for the future and nourishing wealth through the generations. Your role extends beyond preserving the status quo:
- You are on the lookout for fresh perspectives.
- You are thoughtful about the contributions you make to the causes that attract you.
- You welcome input from younger members of your family.
And your shared values help to connect your family through the generations.
What’s more, your commitment to your values and your engagement with your community can contribute to your long-term business success.
A recent study looks at “Social Impact in Hundred-Year Family Businesses: How Family Values Drive Sustainability through Philanthropy, Impact Investing and CSR.” This study suggests that families that succeed over generations hold distinct values and enjoy connections with their communities.
While this path sounds straightforward and smooth, most families fall short. Strategic philanthropy can make the difference when you and your family feel joy from the meaningful outcomes of your giving.
