Overview
The discussion invited participants to reflect on what it means to be a philanthropist today — not only as a giver of capital, but as a steward of trust, relationships, and long-term responsibility.
For many NextGen family business owners, the session opened a deeper conversation about the evolving meaning of inheritance and leadership — beyond managing wealth or continuing a business.
Set in a warm and trusted environment, the lunch created space for honest exchange, personal reflection, and peer connection.
Outcomes
What it produced.
Candid mentorship: an intimate conversation with Peggy Dulany Rockefeller on succession, leadership, philanthropy, and identity.
Purpose amid expectation: participants explored discovering personal purpose while carrying family expectations.
Stewardship redefined: successful succession requires more than preserving a legacy — it requires self-awareness, courage, and a clear sense of direction.
