Financial Poise

About Caren Yanis

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Philanthropic Adviser to UHNW/HNW families, corporations and institutions. Caren built and ran Oprah Winfrey’s philanthropy in the 2000s and has extensive experience working across generations on models for effective family learning, cooperation and investing for social benefit. Caren is a regular speaker at wealth management conferences.


Financial Poise Contributions

  • Smart Giving Gives Back: The Surprising Benefits of Family Philanthropy Article published on January 7, 2021