Karen Jones with Melisa Berman of Rockefeller Advisors:
Client referrals tend to come from private bank, legal and accountancy intermediaries in the main. Organisations like Rockefeller Philanthropy Advisers rely on the banking community to do due diligence and money laundering checks before referring clients. âWe donât have the resources to under take this ourselves. Says Melissa, before adding. âWe really compliment work with wealthy families, by helping clients achieve goals. Bankers should realise they can strengthen their relationships with clients by introducing the feel good factor of philanthropy. We think it is a fruitful partnership. Inspirational institutions that Melissa comes across include UBS and Goldman Sachs. They are really helping clients think through philanthropy.
Best practice all around: I too assume that those referred to me for
morals tutorials are not drug lords, or if they were criminals, have
been born again, or repented, or will eventually repent. I do not have the resources to check out the bona fides of every billionaire referred to me from such inspirational institutions as Wealth Bondage, the sponsor of this site. As my colleague, and fellow friend of Wealth, Senator (D. MA) Dick
Minim would say, "Wealth Bondage has long enjoyed a fruitful partnership with Phil Cubeta, Morals Tutor, Butler, and Bagman for America's Wealthiest Families. He helps Wealth Bondage clients think through goals, the meaning of their lives, their children's character, and their philanthropy. Laundering money is easy, laundering a reputation requires Seneca and Cicero generally, or Jesus, or some such nonsense. The feel good factor is sweet. What happens in Wealth Bondage stays in Wealth Bondage.