Please join us for a discussion on family offices led by Greg Sharkey, J.D., Senior Philanthropy Advisor at The Nature Conservancy. Greg will share his knowledge of how family offices operate, the ultra-high-net-worth individuals behind the scenes, and how these firms affect philanthropic giving.
Greg is a nationally recognized and highly acclaimed speaker/expert on charitable gift planning. In his role at The Nature Conservancy, he assists major and principal gift donors with a wide range of issues related to their philanthropy with The Nature Conservancy and their other charitable priorities. Specifically, he helps donors with goals for their charitable giving, and counsels them on the most effective and tax-efficient use of assets and vehicles to accomplish those goals.
Date: Thursday, May 21
Time: 11:30 AM PST to Noon
After registration you will receive a Zoom link. To encourage an open dialogue with all participants we ask that you try your best to utilize both the video and audio capabilities of Zoom so that we can interact with each other face to face.
Please email Matt Smith (email@example.com) with any questions.