TITLE

Show me the (time and) money

AUTHOR(S)
Cellini, Adelia
PUB. DATE
July 2006
SOURCE
Daily Variety;7/14/2006, Vol. 292 Issue 8, Special Section pA1
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article looks into the role of financial planners in managing the donated funds of celebrities in the U.S. Wealth adviser Gregory Wendt claims that his first method in advising celebrities is to assess the money that will support their life styles and the money intended for philanthropy. On the other hand, Lisa Philp of JP Morgan Private Bank explains that her role is to help clients identify issues that interest them and to allocate the donations to support those issues.
ACCESSION #
21587728

 

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