富理达私人客户服务(PCS)总监兼家族办公室小组联席主席布莱恩-卢卡雷利(Brian Lucareli)与我们的基金组建和投资管理小组成员、合伙人迈克尔-卡拉布雷斯(Michael Calabrese),以及我们的遗产规划小组成员、律师艾玛琳-尤吉娜(Emmaline Jurgena)进行了10分钟的访谈,讨论与计划相关的投资。在访谈中,Michael 和 Emmaline 概述了与计划相关的投资,包括其对慈善组织的用途、必要的国税局文件以及与传统投资的比较。
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