Is a Private Foundation Right for your Clients?

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Categories: Advisors

For clients with at least $1 million in investable assets (or a net worth of least $5 million), who have a clear commitment to philanthropy and significant tax exposure, a private foundation might be an excellent wealth planning tool. Not only does a private foundation offer wealth management benefits, but it also allows your client to create a legacy, unite his or her family in common philanthropic purpose, and make the world a better place for all. As a financial advisor, you can help your high-net-worth clients along this path.

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