Gifting: 3 Areas You Shouldn't Overlook

How do you plan to pass the gift of your good financial fortune on? Defining your goals and creating a giving strategy is key to beginning the process.

(Image credit: © Getty Images)

You’ve been fortunate enough to build personal wealth, and it’s important to you that your family, friends and the organizations you believe in benefit from your success. Giving feels good and allows you to practice your core values. But in order for your giving to be meaningful, you need a plan to make the most of it.

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Michael S. Farrell
Managing Director, SEI Private Wealth Management

Michael S. Farrell is Managing Director for SEI Private Wealth Management, a business unit of SEI that provides private wealth management solutions, serving high-net-worth individuals and families.