Philanthropy and Family Offices: How to Get Started and Succeed with Your Family’s Charitable Activities

Edward Marshall is joined by Caren Yanis, a global expert on philanthropy who has built and run foundations for the family offices of Oprah Winfrey and the Crown Family. Caren guides family offices, high net worth families, and businesses to develop philanthropic practices in line with their values. Her work focuses on governance, cross generation engagement, strategic planning, and evaluation. Edward and Caren discuss the philanthropic landscape during the pandemic and provide a glimpse into the post-pandemic world. They talk about the global philanthropic space, how families start their philanthropic journey, and the role of family offices in supporting philanthropic efforts. Caren provides tips on involving emerging generation members in family philanthropy.