Giving season is squarely upon us, and during this time, many high-net-worth individuals look to make a meaningful impact while maximizing tax benefits—especially with nearly a third of annual giving ...
Claire Pywell sees gift giving as an act of cultural literacy, not a branding exercise. Pywell is a financial advisor at LPL-affiliated Highline Advisors, a four‑person team overseeing more than $200 ...