Hot Topics in Charitable Giving and Planning
Meeting Sponsor: Deutsche Bank
Jacqui Valouch
Jacqui leads the Wealth Planning, Trust, Custody and Global Philanthropy efforts for Deutsche Bank Wealth Management. She works closely with private bankers, clients and their advisors on strategic wealth planning, including business succession and multi-generational wealth transfer, as well as charitable solutions. To that end, Jacqui helps clients align their legacy with their overall wealth planning objectives..