In the new role, Abby Axelrod-Wunderman will lead Fiduciary Trust’s philanthropic strategy, planning and administrative support.
What to do when client investments have large unrealized capital gains but they need liquidity now?
Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later.
It’s all about reducing taxes and taking care of family.
Potential implications of Biden’s budget proposal.
A comprehensive guide to critical issues and potential pitfalls.
Moderna CEO Stephane Bancel has an estimated net worth of $4.1 billion.
The role of blended gifts.
