Wednesday, April 10, 2024

A Family Office Case Study: Building a Bridge

This program will review the Miller Family case study and bring to light various ways in which Family Office advisors seek to define and preserve family values and prepare heirs through philanthropy. The event presenter, Abby Axelrod-Wunderman, CAP, and Fiduciary Trust International partnered with Stanford University to create The Philanthropy Toolkit for guiding multi-generational impact. Join your fellow planned giving professionals to hear how this valuable framework is shaping the decisions of donors and their family offices.

Abby Axelrod-Wunderman, CAP

Speaker: Abby Axelrod-Wunderman, CAP, is the Philanthropic Director, Vice President Family Office Services, Foundations and Endowments, at Fiduciary Trust International. She is responsible for providing trusted guidance and customized solutions in philanthropic strategy, planning, and administrative support. She assists nonprofits and families in various areas including board governance and dynamics, rising-gen education, grantmaking, strategic visioning, fundraising and revenue diversification, and high impact-investing. She also serves as Chair of Philanthropy Planning for the firm.

Prior to joining Fiduciary Trust International, Abby served as Director of Charitable Giving at the Community Foundation for Palm Beach and Martin Counties. Prior to that, she started a private family foundation for a top hedge fund manager. She has consulted for various national nonprofits across Florida, South Carolina, and Virginia and served on the boards of Impact the Palm Beaches and Elite Foundation. Currently she is an active member of New York Community Trust’s Women’s Advisory Counsel and a member of Philanthropy New York. She is a frequent philanthropy contributor for The Daily Drip, a Florida-based media company. She earned a First-Class Honors Bachelor of Arts (Summa Cum Laude) from the University of Kent in Canterbury, England, and a master’s degree from Winthrop University in South Carolina. She is also a certified Chartered Advisor in Philanthropy (CAP) from the American College of Financial Services.