Annual Professional Advisor Seminar

Lauren will serve as a speaker for “Paying It Forward: Charitable Planning to Engage Future Generations,” a panel examining how charitable planning can be used to advance wealth‑transfer goals while fostering long‑term family engagement.

Drawing on her experience advising multigenerational families, Lauren and her co-panelists will discuss a range of charitable giving vehicles, including outright gifts, donor‑advised funds, private foundations, and trust‑based strategies such as charitable remainder and charitable lead trusts, and how they can be paired with governance structures and engagement practices to involve children and grandchildren in philanthropy. Their discussion will highlight practical approaches families are using to pass down values, encourage shared decision‑making, and build durable legacies of multigenerational stewardship.