In the final episode of Secrets of Enterprising Families, we dive into the powerful intersection of philanthropy and legacy. Whether your family is just beginning to think about giving or already has an established foundation, this episode offers rich insight into how values, strategy, and intergenerational collaboration can shape meaningful impact.

We’re joined by two dynamic guests; Marguerite Griffin, Head of Philanthropic Advisory at Northern Trust, brings decades of experience helping families align their values and charitable goals. Sid Efromovich, co-founder of Generation Pledge, shares how a new generation of inheritors is reimagining wealth and responsibility. Together, they explore how families can give with intention—and pass down more than just money.

In This Episode, You Will Learn:

• (06:00) Why starting with “why” is essential when embarking on a giving journey
• (09:15) Ways to build intergenerational trust and alignment around legacy and impact
• (14:52) Frameworks for structuring your giving
• (24:01) Key considerations when giving non-cash assets and maximizing tax benefits
• (30:00) Strategies to meaningfully involve family members across generations in charitable planning

Want to continue the conversation?

• More on Northern Trust’s Secrets of Enterprising Families
• More on Marguerite Griffin
• More on Sid Efromovich
• Reach out to your Northern Trust advisor

This marks the final episode in our 11-part series. Thank you for joining us for these vital conversations around wealth, values, and legacy.

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