In this episode of The Giving Habit, we speak with CEO of Daylight Advisors Dien Yuen to understand the role of philanthropic advisors, how families can benefit from a shared transition towards generosity, as well as how Dien's own experience as a refugee shaped her view of social impact.
Find out more about Daylight Advisors: https://www.daylightadvisors.com/
CHAPTERS:
00:00 Introduction to Dien's journey and expertise
02:07 Early influences: refugee experience and community support
03:44 The founding of Daylight Advisors and its mission
05:06 Skills and attributes of effective philanthropic advisors
06:56 The impact of the great wealth transfer on advising practices
09:05 Engaging families across cultures and generations
12:32 The importance of values, purpose, and flourishing
16:48 Cultural dexterity and communication in advising
19:51 Unpacking family stories, legacy, and the six Ts framework
24:28 Cultural norms and legal considerations in estate planning
30:43 Opportunities for social impact leaders and fundraisers
37:35 The future of philanthropy advisory and emerging trends
The Giving Habit is brought to you by The Majurity Trust, building a thriving, sustainable Singapore for all. Learn more at https://www.majurity.sg/tgh
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