A thought-provoking book that asks:



charitable giving

Money: How Much Do I Really Need?

Many people could easily write big checks, but something holds them back. Most of our clients are age 60 and over and have a net worth generally in the range of one million to thirty million dollars. They could spend hundreds of thousands of dollars more than they spend now, but they can’t bring themselves to do it.  When shown that they have excess wealth, they might travel more or perhaps buy a second home, b
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Why I Give

Many of us seek to make a difference in the world, even if it is only in a small way. Caring for others is a way of meeting our own needs. Helping people because they are in need, beginning with our own family and reaching outward is not always easy, yet fulfills us in a way that transcends understanding.
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