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 ...
Subscribing to premium content on WealthManagement.com will give you full access to all articles and media content for 12 months.