Phil is the Sallie B. and William B. Wallace Chair in Philanthropy at the American College, where he develops curricula for the Chartered Advisor in Philanthropy designation. Prior to joining the American College, Phil was Chief of Staff for The Nautilus Group, providing estate, business, and philanthropic strategies to affluent clients. Phil’s work has been seen in The New York Times, Lifestyles Magazine, Town and Country, The Journal of Gift Planning, Financial Planning, and The Financial Times.
As one who teaches philanthropy and legacy planning, I often ask women: Is your voice heard at the planning table where the big dollars are planned? Even today, the consensus is that women are often not heard when the family’s overall wealth is planned by advisors.
As one who teaches philanthropy and legacy planning, I often ask women: Is your voice heard at the planning table where the big dollars are planned? Even today, the consensus is that women are often not heard when the family’s overall wealth is planned by advisors.
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