You have achieved success in your wealth plans, now what?
What is your legacy long after you are gone? Having managed the wealth of high-net-worth clients for more than 30 years, I see giving as a part of a “bigger wealth management story.” Having in place a strategic giving plan (versus reactionary giving) helps clients to not only retain more of their investments and earnings — it also plays a big part in deepening family connections and leaving a long-lasting, meaningful legacy for generations to come.
I was invited to write for Simon Fraser University. Click here for my 5 tips to get more out of your charitable giving plans. Of course, I will be happy to discuss any or all of these strategies with you to see if they are a fit for your personal wealth plan. I can be reached via email at pamela.yoon@rbc.com
