Why Philanthropy Is the Most Overlooked Pillar of Wealth Planning

In this episode, we explore how strategic philanthropy can become one of the most powerful components of a family's long-term legacy.

From reducing the cost of giving to designing meaningful, multi-generational giving strategies, we break down the structures and mindset that turn generosity into impact.

You’ll learn:
✔️ Why donating doesn’t have to be expensive
✔️ How families build giving policies that last generations
✔️ Why charitable giving offers more than just tax benefits—it enriches lives

Whether you're a donor, advisor, or simply curious—this conversation shows how philanthropy can be intentional, powerful, and deeply personal.

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