新闻与故事
为了迎接苏珊即将在 10 月份的演讲，我们将与大家分享她在帮助高净值家庭建立持久慈善遗产方面的一些见解和经验教训。
William T. Kriesel, CPA/PFS, CFP®, AEP®, Managing Member of Diversified Capital Management and Consultant and Former Member of Bowers CPAs & Advisors, was the 2025 recipient of our Partner in Philanthropy Award.