Previously, wealth managers just focus on strategies associated with increasing wealth and maintaining an excellent financial status. Nowadays, they also have become advisors on charitable giving.
Harry Rady, the Chairman of the Investment committee for Rady’s Children’s Hospital and the board member of the Rady School of Management at the UCSD, can readily advise clients, stating his own contribution and engagement in different causes. In fact, these institutions are just 2 of the many beneficiaries of donations from the Rady family.
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