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The Rise of Women as Philanthropic Family LeadersThe Rise of Women as Philanthropic Family Leaders

New opportunity to align charitable planning with estate planning.

13 Min Read
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Simply put when money flows into the hands of women who have the authority to use it, everything changes. 

—Melinda Gates

In the coming decades, the amount of wealth controlled by women will outpace that of men. This represents a significant shift in the philanthropic landscape. Because women drive the philanthropic decisions in families and give more than men, this shift presents a new opportunity for trusted advisors to more closely align philanthropic planning with estate planning. When philanthropy is used as a tool to unify the family around its core values and mission for its wealth, families are more likely to retain their cohesion and family assets post-estate transition. A fundamental goal most wealth creators and family leaders h...

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About the Authors

Amy A. Castoro

President, The Williams Group

Amy A. Castoro is president of The Williams Group, a family coaching firm, in San Clemente, Calif., and co-author of Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy.

Kathleen Loehr

Philanthropic Family Coach

Kathleen Loehr is a philanthropic family coach based in Alexandria, Va. She’s the author of Gender Matters: A Guide to Empowering Women’s Philanthropy, due out in July 2018.