Name
"Guilt-Free" Succession Planning and Current Social Responsibility Themes
Date & Time
Monday, April 28, 2025, 12:00 PM - 1:00 PM
Andrew De La Rosa
Description

How far are ultra-wealthy clients really free to limit their family members' potential interests and claims in favour of giving very substantial assets to causes such as philanthropy and impact investing? Are we as advisors under any obligation (and in any position) to encourage such clients to do so? This session will consider theory and practice in this fraught subject where potential conflicts certainly abound.