Purpose, Power and Planning: Using
Philanthropy to Shape the Next
Generation

ALM Law, Minds of the Future Form, Palma de Mallorca

Philanthropy is becoming a central pillar of UHNW family governance, offering a practical way to educate heirs, foster stewardship, and shape shared values. This session will explore how charitable vehicles such as foundations, donor advised funds, and purpose driven trusts can be integrated into succession planning, next gen engagement, and cross border planning. We will discuss structuring options, tax efficient giving, and how philanthropy can balance family dynamics while supporting long term governance and purpose-led planning.