Richard Lund: Personal Wealth and Philanthropy Harvard Case Solution & Analysis

Richard Lund is at an important crossroads in his life. At age 65, Lund had a lot of success-and amassed much wealth-but he needed to devise a strategy for the future. Namely, he needed to figure out what to do with the riches of which he was so proud and that he had amassed as an effect of his own hard work and perseverance. This case describes a hypothetical investor faced with the hurdles of philanthropy and its role in wealth management and personal goals. Includes discussions of how much, when, why, and just how to grant.

Richard Lund Personal Wealth and Philanthropy case study solution

PUBLICATION DATE: October 16, 2013 PRODUCT #: F308-PDF-ENG

This is just an excerpt. This case is about FINANCE & ACCOUNTING

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