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Tag: Wealth

Giving Across Generations: Maximizing Impact Through Family Philanthropy

Featuring Suzanne Wheeler, Mary Jovanovich & Michael Voss

Families that use successful multi-generational giving strategies can make an impact on important issues, foster a tradition of philanthropy, and deepen their relationships. SSIR publisher Michael Voss speaks with Suzanne Wheeler from Mariner Wealth Advisors and Mary Jovanovich from Schwab Charitable. A sponsored podcast developed with the support of Schwab Charitable.