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Richard Lund: Personal Wealth and Philanthropy Case Solution & Answer

Richard Lund had reached a crossroads in his life. At age 65, Lund had been very successful and has amassed a large fortune, but you need to develop a plan for the future. I mean, I had to figure out what to do with the wealth that he was so proud and had accumulated as a result of his hard work and perseverance. This case describes a hypothetical investor face the challenges of philanthropy and its role in wealth management and personal goals. Includes discussions of how, when, why and how to give.
by
George Parker,
Alan Rappaport,
Jaclyn C. Foroughi
Source: Stanford Graduate School of Business
7 pages.
Release Date: October 16, 2013. Prod #: F308-PDF-ENG
Richard Lund personal wealth and resolving cases of philanthropy

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