Five Potential Pitfalls for Next-Gen Philanthropists

“No doubt as a wealth advisor, you know that over the next 25 years, nearly 45 million U.S. households will transfer over $68 trillion in assets to heirs and charity. And you realize that this wealth transfer isn’t just happening in the United States; it’s happening around the world. Click here for some of the most common traps advisors can help younger clients avoid.

Source: Wealth Management.com
4-minute read.