Millennials and women of wealth

Giving re-invented and the changing demands on professional wealth advisers

Millennials and women of wealth

Event details
Location and contact details for this event.
Event type: 
Roundtable
Date: 
5 Dec 2017 - 5:00pm to 8:00pm
Venue address: 
Schroders, 31 Gresham St, London EC2V 7QA
Organisation: 
Philanthropy Impact
Telephone: 
02074077879

Next Gen philanthropists and social investors will achieve a major impact addressing societal problems. While not less charity minded than previous generations, they will have more funds available for investing in solving social issues as a result of wealth transferring. With more money these social entrepreneurs are growing and changing philanthropy and social/impact investment.

According to research  (# NEXTGENDONORS Johnson Center for Philanthropy) and to anecdotal evidence they are driven by values, not valuables, impact and measuring return on investment are their primary focus, and venture philanthropy is one of the  preferred models. As a result millennials and women of wealth are expecting more than wealth advice from their professional wealth advisers – they want to discuss approaches to philanthropy and social investment as part of their wealth planning. In addition professional advisers must deal with the complexity of providing advice to multi generations.

The panel will focus on the following:

  • Outline of key changes and research in this area including performance and measurement, strategies, and motivation
  • Next Gen philanthropists will discuss their donor journey and family dynamics as well as how they live their values
  • Professional wealth advisors will address their changing role in light of their Next Gen approach to wealth management and to philanthropy/social investment and issues related to the multi-generational dynamics.

Chair: Lyn Tomlinson, Chartered Financial Planner, Cazenove Capital Management

Speakers: Ana Morales, Philanthropist; Ashling Cashmore, Individual Philanthropy Adviser, BNP Paribas Wealth Management; Lorraine Grace, Philanthropist; Lana Ojjeh Lette, Philanthropist and Co-Founder, Ethos Philanthropies; Marksteen Adamson, Co-Founder of Agency ASHA.

 

Philanthropy Impact would like to thank Cazenove Capital Management for generously hosting this event. 

 

Event registration
Event cost: 
This roundtable is free for members, £60/£80 for non-members
Registration: 
registration@philanthropy-impact.org