Wealth Management
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Wealth Insights
Checklist: How to Maximize the Impact of Your Philanthropic Giving
High-net-worth (HNW) investors and families most often engage in philanthropy and charity for moral reasons — with 34% of advisors saying clients feel a duty to make the world a better place and 32% citing an ethical obligation to repay the people and institutions that contributed to their success, finds the Key Private Bank Advisor Poll on philanthropy.
Estate Planning Series: Wills
National Director of Key Family Wealth Legacy Planning Services Anne Marie Levin, and Jeff Wortley, Key Wealth Institute’s editorial chairman, discuss the importance of wills to estate planning.
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