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
• How rising generations are reshaping giving
• Common pitfalls (and how to avoid them)
