Sometimes the family assumes they are less interested somehow. Sometimes old habits carry forward without being questioned. And sometimes daughters themselves wait to be invited, not wanting to disrupt the existing pattern. The irony is that when they do step in, the quality of conversation changes… immediately.

The family accountant knows every dividend ever declared. The lawyer remembers the first trust deed. There is loyalty here, and gratitude. But there is also a feeling that the conversations have stopped evolving. For the next generation, this is a hard truth to sit with. Firing a parent's professional adviserfeels personal, almost disrespectful.

You start looking around and every wealth management firm seems to say the same thing. “Holistic”, “Independent”. “Tailored”. There are smiling team photos, the promise of ‘bespoke’ service, and enough jargon to fill a small novel.

Philanthropy works best when it is not framed as an obligation, but as an invitation. The call to simply give more rarely inspires lasting change. What does resonate is helping others discover the clarity and satisfaction that comes from a philanthropic mindset.