Klingenstein Fields Advisors
Panel Discussion on how to Achieve Your Family’s Philanthropic Goals

Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic objectives. Panelists included Stephanie Diamond, Managing Director, Schwab Charitable; Shomari Gilyard, Director of Wealth Planning, KF Advisors; Heide H. Ilgenfritz, Counsel, Cleary Gottlieb Steen & Hamilton LLP and Sally Klingenstein Martell, Executive Director, Klingenstein Third Generation Foundation.

“KF Advisors is committed to helping our clients address their wealth management needs in a thoughtful, strategic fashion. This panel is one in a series of events that KF Advisors will be holding to provide our clients with useful insights and guidance on a variety of topics.” remarked Kenneth D. Pollinger, Co- Chairman and CEO of KF Advisors. The lively panel featured a discussion of how to identify your philanthropic mission, examining how structuring the timing, amount and types of gifts can affect both recipients as well as donors. Panelists delivered perspectives on ways to stay involved as well as the pros and cons of different ways to give. “Many of our clients feel passionate about giving back. We work with them to develop a well-thought-out plan that allows them to maximize the effectiveness of their giving strategy,” explained Shomari Gilyard. “By discussing the topic in an informative and interactive way, with real life examples offered by Sally Klingenstein Martell, we hope to start a dialogue with those clients who are unsure of how to get started.”