Lessons in Legacy, Chapter One: The Legacy landscape - Flipbook - Page 23
“
Pick a core issue you care about, consider which organisations
are making a meaningful difference, assess how you can best
support and most importantly, get involved. Philanthropy is
about both time and money, and being able to directly
connect with where your money is being spent,
can be an incredibly rewarding experience.
JAMES WOODS-DAVISON,
P R I VAT E W E A LT H D I S P U T E S S O L I C I T O R
“When we inherited an unexpected level of wealth from our
father, we felt overburdened and worried about how it would
impact our family Through developing a shared sense of purpose
and values around the future of the wealth, we decided to
allocate a larger proportion to philanthropic causes, which has
helped us better navigate and cope with our period of wealth
ownership”
C L I E N T A N D FA M I LY M E M B E R
G I F T I N G & P H I L A NLESSONS
T H R O IN
P LEGACY
Y MOVING UP THE AGENDA