Richard Lund Personal Wealth and Philanthropy

By George Parker, Alan Rappaport, Jaclyn Foroughi
2013 | Case No. F308 | Length 7 pgs.
Richard Lund had reached an important crossroads in his life. At age 65, Lund had had a great deal of success—and amassed much wealth—but he needed to devise a plan for the future. Namely, he needed to figure out what to do with the wealth of which he was so proud and that he had accumulated as a result of his own hard work and perseverance. This case describes a hypothetical investor faced with the challenges of philanthropy and its role in wealth management and personal objectives. Includes discussions of how much, when, why, and how to give.

Learning Objective

Provide students with an opportunity to analyze wealth management and private investing issues raised in the case in order to develop a comprehensive wealth management strategy.
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