The 360 Legacy Wheel Balances What Needs to be Preserved and What Needs to be Shared: A Model for Philanthropic Advising

WEEKLY EDITION • April 2, 2025

Thank you to Dennis Oteng, member of the 2025 Conference Program Committee, for this article about the 360 Legacy Wheel, a model that can help client families consider which resources to share outside of the family and which to protect within the family.