Resources

According to Ms. Ann Limburg, head of Philanthropic Solutions and Family Office at U.S. Trust, “Charitable giving is an important dimension of an individual’s or family’s wealth experience and the role of the advisor is correspondingly so. Therefore, the better advisors are at addressing their clients’ philanthropic needs, the more likely they’re to enhance their client relationships and grow their business.”  While at the Calgary Foundation, Laily led and co-authored articles that demonstrated the value of having a trusted philanthropic advisor at the planning table when HNW families consider the transfer of their wealth, both during their lifetimes and as part of their estates.  In the article entitled “Preserving Family Wealth” can be found some meaningful insights as well as fundamental tools on incorporating family values and passions into planning conversations.  For these and other client and advisor insights, visit the Calgary Foundation.

The practice of ‘slowing down to speed up’ has been rooted in my work. “Festina Lente“, the originating Latin adage meaning ‘make haste slowly’, suggests that activities, when performed with a proper balance of urgency and diligence, can deliver sustainable, meaningful results. The National Centre For Family Philanthropy offers richly curated resources to families, private foundations and their advisors to support intentional, deliberate discussions in philanthropy, estate planning, intergenerational succession and more.  Laily has been an active NCFP member for over a decade and can facilitate further activation of these competencies.