Charitable giving is not just a strategy for tax abatement. It is also a tool for legacy building and reflecting the values and interests near and dear to your client's hearts. Understanding your clients’ philanthropic goals is an essential part of building a wealth management strategy that honors a family’s long-term impact interests. 

During the session, you'll learn about disruptive, fully supported philanthropic solutions that serve the needs of high-net-worth families. 

This is the first webinar in a four part series.  After registering, you will receive a confirmation email containing information about joining the webinar.