
Building Your Legacy Through Philanthropy
The Petika Wealth Management Group Podcast · UBS
April 28, 202226m 47s
Audio is streamed directly from the publisher (ubs.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
As a Senior Strategist with Family Advisory and Philanthropy Services Americas, Liam works with families helping them understand their relationship with money, values and philanthropic intent. Focus is placed on the intersection of the five types of capital; human, intellectual, social, foundational and financial. Family Advisory and Philanthropy Services is a thought partner to Financial Advisors and exceptional client families supporting wealth transition, family governance, and philanthropy as families seek guidance in developing cohesive strategies to bridge generations and build legacy.