How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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The Patagonia Purpose Trust, and how high-net-worth individuals combine tax mitigation and charitable intent, was a thematic story in 2022 for advisors.
Some of the biggest US foundations held concentrated positions that have plunged even more than the stock market, at a time when nonprofits are concerned giving will slow.
Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019. His unique estate plan tasked a group of trustees with finding a new owner.
