The Charitable Choice: Powering Better Wealth Planning Through Family Unity and Shared Goals

BNY Mellon's Pershing

12/14/2017

The Charitable Choice

A family that gives together grows together—it is cliché, but critically important, and particularly relevant for those considered high-net-worth. This white paper discusses the role advisors play in helping wealthy families identify, encourage, organize and implement a shared charitable-giving strategy.

BNY Mellon's Pershing

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