Forbes Legacy Advisors

3 Dec 2015

Cultivating Generosity – Inspiring The Next Generation

by Jamie Forbes | posted in: Family Wealth Transition, Generational Transitions, Generational Transitions, Giving Plan, Philanthropy, philanthropy management, Strategic Giving, Strategic philanthropy, Strategic Planning | 0

Opus partner, Jamie Forbes, recently participated in “Th!nk Forum” series hosted by Ballentine Partners at the Ritz-Carlton in Boston. The discussion centered around teaching philanthropy to the next generation. As is often the case, these stories begin with personal discoveries that … Continued

17 Nov 2015

Wearing Your Heart On Your Sleeve

by Jamie Forbes | posted in: Family Wealth Transition, Generational Transitions, Generational Transitions, Philanthropy, Strategic Giving, Strategic philanthropy, Uncategorized | 0

New York City in July: not the top of my list. But the invitation to be a panelist at the Nexus Youth Summit (#WeAreNexus) was compelling. The topic of the session, “Finding Your Voice in Philanthropy,” is a conversation … Continued