10. Making Philanthropy Part of Your Strategic Wealth Program
philanthropy: 1. good will toward all people; esp: effort to promote human welfare 2. a charitable act or gift; also: an organization that distributes or is supported by donated funds.
—The Merriam-Webster Dictionary1
Philanthropy is a deeply rooted value in our family’s culture and is a significant aspect of the Strategic Wealth Management Framework. Given that in the next 50 years people with trillions of dollars in assets will have to part with them, a tradition of giving to others that goes back to the origins of our country will be strongly enhanced.
From a young age, E.A. Stuart, a practicing Quaker, gave generously of both his time and money, in good times and tough times. ...
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