On April 21, The San Francisco Foundation and our Professional Advisors Council hosted a luncheon for over 70 advisors at The Merchants Exchange Club. Guests joined us for a conversation with Coventry (Covie) Edwards-Pitt, Chief Wealth Advisory Officer of Boston-based Ballentine Partners and author of Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way.
Covie shared practical strategies and key lessons learned from interviewing inheritors on how their parents raised them to be motivated, engaged, and financially self-sufficient. We invite you to enjoy photos of the event and listen to Covie’s insights on preparing children to manage inherited wealth successfully.
This event highlighted one of the many resources The San Francisco Foundation can bring to advisors and their clients. As an agent of philanthropy in the Bay Area, we aim to partner with individuals, families, and private foundations to make the greatest impact in giving back to our community. Please connect with our Development and Donor Services team to explore how we can help you with solutions for your clients to achieve their financial and philanthropic goals.