Families, Philanthropy & Wealth: A Holistic Approach for HNW and UHNW Families

Philanthropy Impact is delighted to invite you to an evening event in partnership with and hosted by Evelyn Partners

Join us for an inspiring evening bringing together members and partners from across the philanthropy sector to connect, share ideas, and explore opportunities for collaboration.

How can HNW and UHNW families use wealth more intentionally to create lasting impact, strengthen family cohesion, and build enduring legacies across generations? This session explores how philanthropy and investment can be more closely connected to support both financial and societal outcomes, moving beyond traditional, siloed approaches to managing wealth.

As families increasingly look for greater purpose and consistency in how resources are deployed, many are embracing a more holistic model where financial decisions, charitable activity, and shared aspirations are considered together. This reflects a growing desire to unite capital, values, and legacy within one long-term vision.

Key themes that will be explored during the session include:
• Exploring the shift from ad hoc giving to more intentional, integrated approaches to philanthropy and investment
• Considering the full spectrum of giving, including grants, donor-advised funds, ESG, impact investing, and venture philanthropy
• Examining how investment portfolios can be aligned with philanthropic priorities to create greater coherence and impact
• Understanding the role of structures such as private foundations, corporate foundations, and donor-advised funds, and how these evolve over time
• Exploring how philanthropy can engage younger generations, support values transfer, and shape long-term legacy planning

Why join us

This session offers practical insights into how HNW/UHNW families are reshaping their approach to philanthropy, how advisers can better align wealth with purpose, and how to navigate intergenerational dynamics with confidence. It will also explore the role of charities, trusts, foundations, and other non-profit organisations as trusted delivery partners, helping families translate intent into measurable social impact through expertise, community insight, and effective implementation

Events Details:

Thursday 21 May 2026 05:00 PM - 08:00 PM

Chair:

James von Simson, Partner, Evelyn Partners

Partners: