Key Access Services™
Retirement Plan Consulting
Insurance and Risk Management
Principal, Chief Financial Officer, Consultant
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John Bussel Speaks at JFNA Investment Institute
In what is expected to be the greatest wealth transfer in U.S. history, an estimated $59 trillion will be passed down between generations over the next half-century, with $6.3 trillion gifted to charity. And, according to recent trends, small, family-based foundations will drive a large portion of that philanthropic giving.
John Bussel, our Principal and Regional Director in Miami, addressed this topic as a featured speaker for the Jewish Federations of North America (JFNA)'s 2015 Investment Institute. Read more about his panel, "Family Foundations: From Philanthropy to Investment," on our blog here.