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The Future of Philanthropy
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CFAAC Capital Gazette column
Capital Gazette Column, Featured
The Future of Philanthropy
July 23, 2025
What does philanthropy look like in a world of AI, crypto, Instagram and a growing number of social media platforms? Giving back is undergoing a major transformation, driven by digital […]
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Advisor Blog, Featured
The Great Wealth Transfer: The Value of Partnerships Between Heirs and Professional Advisors
May 20, 2024
The Great Wealth Transfer presents opportunities and challenges for families and their professional advisor partners. The question is: is everyone prepared? First, the opportunities: if you are inheriting significant wealth, […]
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Advisor Blog, Featured
The Great Wealth Transfer: Communicating with Your Family
April 25, 2024
One of the most common questions among families who are transferring wealth to future generations is “How much should I leave to my children?” Experts say the answer is as […]
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Advisor Blog, Featured
The Great Wealth Transfer: Millennials Be Prepared
March 22, 2024
Millennials, those born between 1981-1996, could experience a substantial increase in wealth—almost a five-fold growth compared to their current financial status, according to a study by WealthEngine and Coldwell Banker Global Luxury. [&...
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