Capstone Advisor Session 2023
Each year the Foundation hosts an event for advisors to network and hear from speakers on topics of philanthropy.
On June 15, 2023, advisors from around the Bay Area gathered in San Jose to hear from a panel of experts about how philanthropy is changing and expanding. The panel examined how advisors can support clients as they explore philanthropic options and open the conversation to new ideas for giving.
James Cashman, Partner at Berliner Cohen, observed how his approach to the topic of philanthropy shifted over the years from an add-on at the end of a conversation with clients to an overt and purposeful topic of discussion throughout the estate planning process. Tom Crotty, Family Office Practice Leader at Sensiba San Filippo LLP CPAs, talked about the importance of understanding the purpose of the client’s wealth – what are their guiding principles, what legacy do they want to leave – in order to help them make better strategic decisions. And Julia Matsudaira, Senior Vice President of the Impact Advisory at Jordan Park, spoke about macro trends and her experience with clients who are interested in creative solutions to timely problems and the growing emphasis on impact and results.
The buzz of networking and discussion among attendees during breakfast was energizing. “I look forward to this event every year,” said Brandon Rebboah, Partner at Berliner Cohen. “It’s a great group of professionals and the content is always thought-provoking. I wouldn’t miss it.”
The 2024 Capstone Advisor Session is scheduled for the fall. To receive event details as they become available, sign up for the Foundation’s quarterly advisor e-newsletter: https://lp.constantcontactpages.com/su/4GJ4RzU