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2017 GEN 504: Meaning and Purpose: Philanthropy and the Family Enterprise

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This course meets one of the two requirements to attain the FFI GEN Advanced Certificate in Family Wealth Advising (ACFWA). Non-Members receive a one year membership as part of the $2000 course fee.

GEN 504: Meaning and Purpose: Philanthropy and the Family Enterprise

This course delivers:

o An awareness of current trends in philanthropy and how wealthy individuals and families engage in philanthropy today -- including the emergent field of Impact Investing

o An understanding of how today's high and ultra-high net worth families are expressing their values and working towards social and environmental impact through through their philanthropic giving

o Practical approaches, both relevant and rigorous, to position philanthropy at the heart of conversations on values, succession planning and preparing the next generation

o An understanding of how to discuss philanthropy with clients to deepen relationships and win more business

o Opportunities for debate, case studies and reflective exercises to enhance learning and enjoyment


Wednesday, October 25th, 2017    9:00 AM to 4:00 PM


James Coutre, Etienne Eichenberger, Maya Prahbu


Course Credit

This course is one of two courses required for the Advanced Certificate in Family Business Advising. Participants in this course will receive credit toward their Advanced Certificate Program.