Learn how technological advances have altered the way we give and enhance our ability to perform due diligence on the causes we support.
Video: Technology’s New Role in the World of Philanthropy
About the Author
Marguerite is responsible for developing customized wealth management strategies and financial plans for Wilmington Trust’s most prominent individuals, families, and business owners. She works closely with other professional and family advisors to structure comprehensive financial plans to help clients meet their current objectives and achieve future personal and financial goals. Marguerite oversees the organization’s intergenerational family trust and estate educational offering.
Before joining Wilmington Trust, Marguerite was an associate in PricewaterhouseCoopers’ personal financial services group in their Philadelphia office.
Marguerite holds a Juris Doctorate and Master of Laws in Taxation from Villanova University’s Charles Widger School of Law, and earned her Bachelor of Science and Bachelor of Arts from the University of Maryland, College Park.
Marguerite is an adjunct professor at both the Charles Widger School of Law and Temple University Beasley School of Law. She is a member of the Philadelphia Bar Association’s Probate and Trust Section’s Executive Committee and an active participant in the Philadelphia Estate Planning Council. Marguerite is the Vice Chair of the Board of Directors for WOMEN’S WAY.
By the Author
Empowering the Next Generation
Educating children about important subjects and empowering them to make wise decisions can build trust and strengthen familial bonds. It is generally much easier for young adults to become financially responsible when money matters are discussed openly and education begins early. Young adults do not need to know the exact value of family assets to
Is a Limited Liability Company Right for You?
There are many ways to structure your company, and an LLC may offer the features and benefits you need. An LLC is a legal entity regulated by law, and must be registered with the Department of State in which it’s established. Instead of owning stock, each member owns an interest in the LLC, much like