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Wealth Strategy and Charitable Giving: A Conversation with Max Barger, Senior Wealth Strategist, PNC Wealth Management

CAF America: How often does philanthropy come up in the conversations that you have with your clients? Max Barger: While it varies based on the client’s needs, I always bring philanthropy up, especially when we are discussing legacy or tax-mitigation. One of my first successes at PNC was working with a family which was contemplating… CONTINUE READING >>


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TREATS: Bridging Community Divisions in Hong Kong

Hong Kong, the dynamic, bustling metropolis is steeped in history and culture. However, as great amounts of wealth poured into the city as it established itself as a banking hub, communities in the area did not enjoy the positive effects of this economic boom. On the contrary, this process ended up creating one of the… CONTINUE READING >>

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