February 26, 2020

Big Think published an article by Social Capital Advisors Director Richard Tafel, about how to optimize the intergenerational transfer of family wealth to preserve assets while achieving social impact goals.

Big Think

By Rich Tafel, Director, Marcum Social Capital Advisors

Related Industries Social Capital Advisors, Nonprofit & Social Sector

Big Think published an article by Social Capital Advisors Director Richard Tafel, about how to optimize the intergenerational transfer of family wealth to preserve assets while achieving social impact goals.

Excerpt:

The most critical message for those passing down wealth is to remember that you are passing down more than just wealth. You are passing down your values.

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