Family offices: Best practices for philanthropy
Family offices are often tasked with managing a family’s philanthropy but may have limited knowledge and resources. Several best practices can help both families and family offices lead philanthropic efforts to heighten their impact.

In “Family offices: Best practices for philanthropy,” we outline key aims and share important issues to consider when incorporating a philanthropy function into your family office, including:
- Focusing philanthropic efforts
- Engaging younger generations
- Aligning mission-related investing with core values
- Creating a structure for family office philanthropy
While there isn’t a one-size-fits-all model for family offices to execute a thoughtful philanthropic strategy, philanthropic families and successful family offices embrace and adapt best practices to strengthen the family’s charitable impact and desired legacy.