Family Office Info LIVE
📅 Thursday, May 8 | 1–2 PM ET
As values-based investing and philanthropy converge, Family Offices are rethinking how they structure and deploy capital—not just for financial return, but for lasting impact.
Join Danielle Patterson, CEO of Family Office Access, for a powerful conversation with two industry leaders who advise Family Offices on values-aligned capital strategies, giving structures, and next-gen engagement.
Featured Guests:
Maggie Spicer – Advisor to Family Offices and mission-driven ventures
Bella Berns – Board director and senior advisor at LCV Advisors
What We’ll Cover:
• DAFs, Charitable LLCs, and Foundations—how to choose the right structure
• Where impact investing meets traditional philanthropy
• Building trust with families through strategy, storytelling, and education
• How rising generations are reshaping giving
• Common pitfalls (and how to avoid them)
Whether you’re a Family Office principal, advisor, founder, or service provider, this session will offer clear takeaways to help you lead with alignment and purpose.
Register now to join us live: https://www.linkedin.com/events/strategicgiving-impactinvesting7318778833359261696/theater/
May 8th, 2025
LIVE STREAM 1-2 pm ET