Shop Talk: The ‘Warren Buffett method' of generational wealth transfer




Institutional Real Estate, Inc. Podcast show

Summary: It seems more wealthy families are choosing to give the bulk of their fortunes to philanthropic causes rather than their children. Why this trend? To what causes are the wealthy contributing? What are the characteristics of the New Philanthropy? We discuss these questions with Brook Lester, chief wealth strategist with the Memphis office of Diversified Trust. (09/2019)