Strategic Philanthropy and the Future of Family Legacy | Susan Winer episode artwork

EPISODE · Sep 25, 2025 · 31 MIN

Strategic Philanthropy and the Future of Family Legacy | Susan Winer

from Purpose Driven Capital · host Matt Johns

How do the world’s most successful families think about giving? And what does it take to create a legacy that lasts for generations?In this episode of Purpose Driven Capital, Matt Johns sits down with Susan Winer, co-founder of Strategic Philanthropy, a pioneering firm that has spent more than two decades guiding ultra-high-net-worth families and privately held businesses on their philanthropic journey.Susan shares the remarkable story of how she moved from the Chicago Board of Trade to becoming one of the first leaders in philanthropy advisory, helping families move beyond writing checks toward creating action plans that reflect their values, passions, and long-term goals.Together, they explore:Why philanthropy should be seen as an investment, not just a donationThe tools wealthy families use — from donor advised funds to private foundationsHow to navigate multi-generational wealth transfer and engage the next generationThe rising influence of women and Gen Z in shaping family legacyWhy true impact requires strategy, patience, and clear definitions of successWhether you’re a business owner, investor, or steward of family wealth, this conversation will shift the way you think about philanthropy, legacy, and the responsibility that comes with wealth.📌 Subscribe to our Youtube for new episodes:    / @ChristianAltsTV 📌 Join the ChristianAlts newsletter: https://newsletter.christianalts.com/📌 Follow on LinkedIn for investing insights:   / matthewbjohns   DISCLAIMER: This video represents the views and opinions of it's guest and does not reflect the views and opinions of HoneyHive Capital Partners LLC. Nothing in this video nor any communications from it should be treated as constituting financial, investment, legal, tax or other advice of any kind, or as a recommendation to buy or sell an interest with respect to any investment.

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How do the world’s most successful families think about giving? And what does it take to create a legacy that lasts for generations? In this episode of Purpose Driven Capital, Matt Johns sits down with Susan Winer, co-founder of Strategic Philanthropy, a pioneering firm that has spent more than two decades guiding ultra-high-net-worth families and privately held businesses on their philanthropic journey. Susan shares the remarkable story of how she moved from the Chicago Board of Trade to bec...

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Strategic Philanthropy and the Future of Family Legacy | Susan Winer

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