In 2003, after a career in business, I began searching for the best ways to apply my time, money, and talents for the benefit of others. I quickly realized that I was not alone. Millions of baby boomers are poised to transfer trillions of dollars from their estates to their families and society. With the coaching of Christine Letts, an associate dean at Harvard’s Kennedy School of Government, I began to interview a broad array of affluent people to find out how they manage their wealth and...

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