Philanthropy is one of the most meaningful ways families express values, legacy, and purpose. It is also one of the areas where complexity, uncertainty, and fragmentation can make giving feel harder than it needs to be.
Join Danielle Patterson, CEO of Family Office Access, for a grounded conversation with two respected practitioners who help ultra-wealthy families navigate philanthropic strategy in real life.
- Caren Yanis works alongside families to align giving with values, clarify goals, engage multiple generations, and build governance structures that strengthen relationships rather than strain them.
- Kris Putnam-Walkerly advises Family Offices, foundation CEOs, and UHNW donors on how to give with clarity, confidence, and measurable results through structured strategy, execution, and evaluation.
Together, they will explore how Family Offices can support families through major philanthropic decisions, what gets in the way of effective giving, and how trusted advisors help convert intention into meaningful outcomes.
Topics include:
• Where families struggle and why
• Governance + generational alignment
• Strategy + execution + measurement
• The role of the Family Office
• Case studies and practical frameworks
March 12th, 2026
Virtual