Hackett Robertson Tobe Group managing principal Bernard H. Robertson III had the pleasure of moderating a talented and skilled panel of financial professionals discussing the DAFs, Family Foundations and Charitable Trusts.
Last week I had the pleasure of joining over 70 RIAs, family offices, and consultants in Dallas for the @WithIntelligence Wealth Partnerships Fall Retreat. The event featured an incredible line-up of speakers and offered outstanding networking opportunities, making it both enjoyable and productive. Looking forward to the next one in Nashville! The Hackett Group, LLC #privatewealth #trusts #donoradvisedfunds #foundations