Stories and Lessons in Philanthropy
- November 2, 2022
Welcome to The Summary – a podcast series with Oppenheimer’s Brian Werdesheim, founding member of The Summa Group. Join Brian as he reflects on various insights and experiences from his 30+ year career.
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Philanthropy has the power to strengthen communities and the economy while also addressing social challenges. For some, giving is embedded in their DNA. For others, it is more about timing. So, where does one begin?
In this episode, Brian explores best practices and the challenges among givers today, he sheds light on social impact investing, and uncovers how to instill the values of philanthropy in young people. Brian draws on various experiences from sitting on boards of philanthropic organizations to making strategic gifts; he also guides listeners on how they can make a meaningful impact with their time, pocket book, or both.
More to come:
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BRIAN WERDESHEIM
Title:FINANCIAL ADVISOR
Brian Werdesheim is a founding member of The Summa Group. Brian serves on The Summa Group’s Investment Committee that oversees investment policy and due diligence. In addition, he heads the team’s coordination of fiduciary services, which provides comprehensive wealth management services to the clients of leading accountants, attorneys, business managers and family offices. Day-to-day, he continues to manage the team’s largest, most complex and dynamic client accounts...