William Petruck
President and CEO FUNDING matters Inc
- Toronto ON
Engaging, entertaining, informational speaker on philanthropic trends and the impact of wealth transfer on family dynamics
Social
Industry Expertise
Non-Profit/Charitable
Banking
Fund-Raising
Areas of Expertise
The Impact to Families of Generational Wealth Transfer
Talking to Your Clients About Philanthropy
Values
Views
Interests and Priorities of High Net Worth Individuals
Sample Talks
Philanthropic Trends Today
An overview of how economic events shape our way of thinking about giving. Why a multi-advisor approach is crucial to wealth transfer and ensuring family harmony.
