Brian Tsu recently spoke to the Rancho Santa Fe Foundation Professional Advisors Council on a topic titled “Wine, Wealth & Wisdom.”  During this virtual event, Mr. Tsu talked about charitable lead annuity trusts, explaining what they are, why they might be of interest to a client with philanthropic and wealth succession objectives in this current environment and what the client must consider.

Rancho Santa Fe Foundation is a San Diego community foundation that connects donors with regional and global needs through visionary community leadership, personalized service and effective grant-making.