In an effort to deliver world-class educational offerings, IMCA provides fresh, compelling, relevant content for the investment consulting and wealth management industry. These offerings are updated monthly and focus on four key topic areas: institutional consulting, wealth management, investment trends, and best practices. Return each month to explore the newest contributions.
Wealth Transfer and Philanthropy: An Interview with Paul G. Schervish, PhD, and John J. Havens
Published in Investments & Wealth Monitor, September/October 2009
Wealthy individuals contribute to philanthropic causes for a variety of reasons. In June 2009, Investments & Wealth Monitor asked Paul G. Schervish, PhD, and John J. Havens to describe the primary motivators behind wealth transfers. Read the article.

IDEAS








