Amongst a range of interesting topics, we discuss -

• Private ancillary funds and the roles that they can play in supporting good causes whilst at the same time fostering healthy discussions about money in families
• Bringing philanthropy and estate planning into the conversations with one’s clients
• Encouraging clients to give while they live so that they see the benefits that flow from their generosity.

Some great activities with charitable links that Larry mentioned were:

• Thread together – New York Marathon https://threadtogether.org/ November 2024
• Feel the magic bike ride https://magicride.com.au/

Larry also shares some interesting suggestions about reaching out to potential mentors and how to get the best out of the relationship with a mentor.

In the interview, Larry mentioned Ikigai, a profound book that he’s read lately, details of which appear below –

Ikigai, the Japanese secret to a long and happy life, by Hector Garcia and Francesc Miralles

Some other books that Larry loves to promote are –

Preparing Heirs, Five steps to a successful transition of family wealth and values, by Roy Williams and Vic Preisser

Philanthropy – Heirs & Values. How successful families are using philanthropy to prepare their heirs for post-transition responsibilities, also by Roy Williams and Vic Preisser 

Larry's CONTACT DETAILS

Email: larry@teaf.org.au

Phone: 0407 766 700

LinkedIn: www.linkedin.com/in/larry-fingleson

Web: www.teaf.org.au

SCOTT’S CONTACT DETAILS

Email: scott@slipstreamgroup.com.au

Phone: 0409 870 330

LinkedIn: www.linkedin.com/in/scottcharlton

Web: www.slipstreamgroup.com.au

TO TAKE AN INTEREST IN TIM LANE’S MUSIC, WHICH IS FEATURED ON THE EPISODE

Spotify: Search for Tim Lane

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Website: www.thebackstickagenda.com

To see film clips and to hear Tim’s music: www.thebackstickagenda.bandcamp.com

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)