Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good.  As President of Watermark Philanthropic Counsel, Sharilyn works with leading philanthropists, generous families, and social purpose organizations across Canada and the Caribbean.  Drawing from the best global practices and knowledge in philanthropic strategy, governance, organizational development, and research, her client engagements result in confidence and clarity.

Sharilyn is an advisor with 21/64 to support multi-generational family philanthropy, and a faculty member of the Ultra High Net Worth Institute.  A Chartered Director (C.Dir), Sharilyn is also a certified governance advisor and trainer with BoardSource, blending the best of corporate and family governance in her work with foundation and nonprofit boards. 

Author and educator, Sharilyn’s doctoral research on family philanthropy governance produced a model that helps families approach their giving in a meaningful way that works.  She recently completed a study exploring affluent philanthropy in the Caribbean, where she grew up and continues to work.

Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good.  As President of Watermark Philanthropic Counsel, Sharilyn works with leading philanthropists, generous families, and social purpose organizations across Canada and the Caribbean.  Drawing from the best global practices and knowledge in philanthropic strategy, governance, organizational development, and research, her client engagements result in confidence and clarity.
Sharilyn is an advisor with 21/64 to support multi-generational family philanthropy, and a faculty member of the Ultra High Net Worth Institute.  A Chartered Director (C.Dir), Sharilyn is also a certified governance advisor and trainer with BoardSource, blending the best of corporate and family governance in her work with foundation and nonprofit boards. 
Author and educator, Sharilyn’s doctoral research on family philanthropy governance produced a model that helps families approach their giving in a meaningful way that works.  She recently completed a study exploring affluent philanthropy in the Caribbean, where she grew up and continues to work.

Award-winning portfolio manager and host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly. For more information visit: https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner

Award-winning portfolio manager and host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly. For more information visit: <a href="https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner">https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner</a>