Getting to Know Roger and Katherine Silk of Sterling Insights

Welcome to a Bonus Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets. In this episode, the tables are turned as Roger and Katherine are interviewed by chief podcast producer Dawn-Michelle Lewis.

Roger D. Silk, Ph.D. , is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy.

Katherine A. Silk, with an M.A. in History and a B.A. in Economics from Stanford University, is a business analyst at Sterling. Previously, she worked at Arthur D. Little on energy, healthcare, and automation projects. Co-author of The Investor’s Dilemma Decoded (Wiley, 2024), Katherine also contributes to the widely-read Sterling Insights blog, covering financial, economic, and planning topics.

Here are some highlights from the episode:

Roger emphasizes the importance of financial professionals introducing philanthropic tools to clients, helping them achieve both financial and charitable goals effectively.
Roger and Katherine discuss the use of donor advised funds; a significant trend shaping the landscape of charitable giving. These funds offer a cost-effective alternative to private foundations, making philanthropy accessible to a broader audience.
The episode also delves into innovative estate planning concepts like "Cryo trusts," showcasing the evolving nature of trusts and their potential for addressing unique scenarios.

Connect with Roger and Katherine:

Website: https://www.sterlingfoundations.com

Sterling Insights Blog: https://trailblazingtwenties.substack.com

The Investor's Dilemma Decoded: https://www.amazon.com/dp/1394220359?ref_=cm_sw_r_cp_ud_dp_KR50DT2RZFWRGZHN9P72

Facebook: https://www.facebook.com/sterlingfoundations/

Twitter: https://x.com/SterlingFndMgt?mx=2

LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Bonus: Getting to Know Roger and Katherine Silk of Sterling Insights

Powered by Wave AI