Tag: Wealth Transfer
Advanced Charitable Giving Strategies for Wealthy Families with Frank D. Paolini (Ep. 18)

Advanced Charitable Giving Strategies for Wealthy Families with Frank D. Paolini (Ep. 18)

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Should you use a donor-advised fund or a private foundation? How can you give appreciated stock more tax efficiently while creating a lasting family legacy? As charitable planning becomes more sophisticated, choosing the right strategy starts with understanding your goals, not just the available tools.

Samuel Diarbakerly is joined by Frank D. Paolini, Partner in the Private Wealth Group at Neil Gerber & Eisenberg, for a practical conversation about advanced charitable giving strategies for wealthy families. Together, they explain the differences between donor-advised funds, private foundations, and charitable trusts, how highly appreciated stock and estate tax planning influence giving decisions, and why financial advisors, attorneys, and CPAs should work together to build a charitable plan that reflects your family’s long-term goals and values.

What to expect:

  • How to choose between a donor-advised fund and a private foundation
  • When charitable trusts like CRATs, CRUTs, CLATs, and TCLATs may fit your family’s goals
  • How highly appreciated stock and estate tax planning can influence charitable giving
  • Why coordinated planning between your financial advisor, CPA, and attorney matters
  • How philanthropy can help build a lasting family legacy across generations
  • And more!

Connect with Sam Diarbakerly: 

Connect with Frank D. Paolini:

About our Guest:

Frank D. Paolini is a Partner in the Private Wealth Group at Neil Gerber & Eisenberg. He works with ultra-high-net-worth families, family offices, business owners, and advisors on complex estate, charitable, and tax planning, as well as multi-generational wealth strategies.

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Roots and Wings: Navigating Family Wealth Without Losing What Matters with Brie Williams (Ep. 14)

Roots and Wings: Navigating Family Wealth Without Losing What Matters with Brie Williams (Ep. 14)

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What happens when your balance sheet grows faster than your family conversations? For many successful entrepreneurs and executives, the biggest question is not how to grow wealth, but how to pass it on without losing what matters most.

In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Brie Williams, Managing Director and Head of Advisor Solutions and Wealth Intelligence at State Street Global Advisors, to explore the human side of wealth. Together, they unpack the “roots and wings” tension that families face, how money can magnify existing communication patterns, and why legacy is about more than trusts and tax strategies. Brie shares research-backed insights on multigenerational dynamics, emotional literacy, and how families can shift from one big inheritance conversation to an ongoing dialogue that builds confidence and capability over time.

What to expect:

  • How wealth can quietly amplify both strong and strained family dynamics
  • Why communication is often more important than technical planning
  • Practical ways to create learning moments without creating dependency
  • The concept of “giving while living” and aligning expectations between givers and recipients
  • Book recommendations to strengthen emotional awareness and family governance
  • And more!

Resources:

Connect with Sam Diarbakerly: 

Connect with Brie Williams:

About our Guest:

Brie Williams is a Managing Director at State Street Global Advisors and leads Advisor Solutions and Wealth Intelligence. Her work focuses on researching investor behavior, family wealth dynamics, and the intersection of financial decision-making and human behavior. She partners with advisors and leadership teams across the country to translate research insights into meaningful conversations and real-world outcomes for families navigating complexity.

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