Wealth Planning, Family Offices & Philanthropy: What Comes After a Liquidity Event? | #14
מעבר לקשת - הפודקאסט של קשת - קרן שיתוף תורמים by קרן קשת
Episode notes
What happens after a significant liquidity event, when the questions go far beyond how to invest the money? In this episode, Maya Natan speaks with Dario Arnold, Co-Founder of Genesis Partners AG, and Hillel Moskovitz, CEO of Battery Global Advisors in Israel, about the evolving role of Family Offices in wealth planning and management, and where philanthropy fits into the broader picture. The conversation explores planning ahead of a liquidity event, wealth preservation, donating appreciated shares and other assets, family governance, and engaging the next generation. It also addresses an important question: Why should philanthropy become part of the conversation long before the first check is written? Because when philanthropy becomes part of wealth planning, the question is no longer simply how much to give, bu ...