Ten areas of guidance you may offer your clients to clarify their philanthropic legacy
Many clients evolve through several stages of wealth: accumulation and preservation, efficient transfer to descendants and utilization to express a personal legacy, both philanthropic and inter-generational. While clients may donate to charity throughout their lives, the desire for philanthropic impact increases along with their affluence and visibility. For this reason, philanthropy constitutes the final frontier of wealth realization and provides an opportunity to guide your ...
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