Is your advisory client considering a charitable legacy? Here are some tips to help

Name: Is your advisory client considering a charitable legacy? Here are some tips to help
Uploaded: 2024-03-13T14:06:04Z
Description: Chloe Wohlforth, partner at Angeles Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can best help clients making the transition from accumulating assets to creating a charitable legacy.

Chloe Wohlforth, partner at Angeles Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can best help clients making the transition from accumulating assets to creating a charitable legacy.