Episodes
Tuesday Apr 27, 2021
Giving Together: Using Philanthropy to Prepare the Next Generation
Tuesday Apr 27, 2021
Tuesday Apr 27, 2021
Successfully transferring wealth to the next generation requires healthy and open communication within a family. Richard Joyner talks with Director of Philanthropy & Family Engagement Susan Wells Jenevein about how philanthropy can create the unique opportunity for families to do this by sharing values, making decisions, and giving back together.
To learn more about how we navigate all things financial for client families, visit tollesonwealth.com.
The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management. The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or to participate in any trading strategy. You should consult your professional advisors before making any tax, legal financial planning, or investment decisions.
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