Private Wealth partner Frank Paolini was a guest on the Generation Capital Advisors’ G360 Wealth Podcast in the episode “Advanced Charitable Giving Strategies for Wealthy Families.”
The session focused on practical strategies for advanced charitable giving for wealthy families, including distinguishing among donor-advised funds, private foundations, and charitable trusts.
The episode also discussed how highly appreciated stock and estate tax planning can shape giving decisions, and why collaboration among financial advisors, CPAs, and attorneys is essential to developing a plan that supports a family’s long-term goals and values.
Watch the full episode here.
