Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors
Adopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."
A Novel Approach
Never heard of heritage planning? You will, if advisor Cam Thornton has his way.
Heritage Planning, Pt. 2: The Future of Your Clients’ Families
A comprehensive solution to closing the gap in family heritage planning.
The Role of Multigenerational Retreats
As I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...
Experiencing the Power of Philanthropy
A family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...