Legacy Builders · 2025-05-16 · 58 min
In this episode, Dr. Sharilyn Hale, President of Watermark Philanthropic Counsel, shares her expertise from over twenty-five years in philanthropy as a trusted advisor helping clients channel wealth and influence for positive impact. As a Chartered Director, advisor with 2164, faculty member of the Ultra High Net Worth Institute, and instructor at Carleton University, Dr. Hale brings unique insights from her doctoral research that produced an innovative governance model for family giving - work recently recognized with a 2025 Family Wealth Report Award. In our conversation, we explore purpose-driven wealth stewardship, the delicate balance between individual and collective values in family philanthropy, and how governance structures can enhance rather than hinder authentic engagement across generations. Throughout our discussion, Dr. Hale examines how intentional giving structures transform both individuals and family enterprises, challenging conventional wisdom about philanthropic engagement. She shares practical strategies for improving multi-generational participation, from creating voluntary on-ramps to developing diverse roles beyond board membership.
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