Dr. Heidi starts off this new year celebrating another special person in her life doing amazing things, her brother Jamie Forbes, Founder of Forbes Legacy Advisors. They talk building a culture and shared value system that creates a strong legacy, surviving cancer and sexual abuse and more.
Jamie Forbes grew up in an old New England family imbued with a strong sense of belonging, good fortune and a clear understanding that with privilege comes responsibility. This experience taught him the importance of family culture, tradition, mentoring and stewardship.
Philanthropy has deep roots in his family history, and yet Jamie identified early on that there was limited training around how to give, what to give, and how to evaluate the societal impact of giving. He longed for coaching and mentoring, and today he gets great satisfaction from the coaching and mentoring that comes with this work.
Before Forbes Legacy Advisors, Jamie founded a management consulting group with several partners. Opus Advisors focuses on expanding the capacity of nonprofit organizations. During his tenure at Opus Advisors, Jamie launched their philanthropy advising division, serving both families and businesses to get the greatest impact from their giving. He has also coached and mentored his own children in their giving, including helping them raise funds and donate books to establish a library for an elementary school on the Caribbean Island of Dominica. Jamie is particularly passionate about helping people discover how to combine what they love and how to give.
His work advising clients on their giving helped him identify an even greater need that existed: growing and nurturing their greatest assets – the individuals in the family. With best practices from his own family and others, Jamie brings his natural ability to build relationships, identify and understand culture and plan strategically for clients.
When he is not at work, Jamie can be found with his wife and two daughters or enjoying time with friends. He is an avid outdoor enthusiast, exercise nut, musician, and cancer survivor. Traveling provides an opportunity to understand other cultures, which also helps him understand people better.
Forbes Legacy Advisors provide philanthropy advising and strategic support to clients interested in sustaining their family legacy. Their philanthropy advising work comes from a deep desire to help individuals and businesses leverage their passions and use them to develop a strategy for their charitable giving. Their work with families is based on the notion that the best way to sustain the family legacy is by focusing on family culture and values and establishing systems and processes that nurture and reinforce them over time.
In addition to supporting their clients’ charitable giving, a rapidly growing area is with families who recognize that the best way to sustain their legacy into the future is by nurturing their family culture and the individuals within the family. Individuals and families often need guidance and resources throughout their lives to support educational, professional, emotional and relational development. They call this “Beyond Philanthropy”. Click here to learn more about what this means.
This episode is also celebrates the launch of Dr. Heidi Forbes Öste's, new #1 Bestselling book, Digital Self Mastery Across Generations, Print edition now available from all on-line booksellers internationally.