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Successful Generations


Nov 21, 2018

In this episode, we explore The U.S. Trust Study of The Philanthropic Conversation with Rebecca Miller, Senior Philanthropic Advisor with The Philanthropic Initiative (TPI).  TPI and U.S. Trust partner on the study to explore the extent and dynamics of philanthropic conversations happening between high-net-worth individuals and their professional advisors.

Get the show notes and links to resources at https://successfulgenerations.com/episode052.