Aligning Passion with Purpose: Building a Lasting Philanthropic Legacy

The Challenge
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After selling their business for $217 million, a client wanted to build a meaningful philanthropic legacy. They had passions across different causes but were unsure how to make a substantial, lasting impact.

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Our Approach
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We facilitated in-depth conversations with the family to identify their core values and the causes closest to their hearts. Then, we created a family foundation, set clear charitable goals, and connected them with impact investment opportunities aligned with their vision.

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The Outcome
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The family launched a foundation with an initial endowment of $36 million and committed 10% of their annual investment returns to fund innovative education programs globally. They have supported over 12,000 students so far and established a program for the next generation to continue their philanthropic efforts, ensuring that their legacy will resonate for generations to come.

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