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Joe Calabrese

Joe Calabrese is President of Harris myCFO, which provides comprehensive wealth management services to ultra high net worth clients. Mr. Calabrese is responsible for the strategic direction, growth and delivery of investment advisory services, fiduciary and private banking solutions for individuals and families of substantial wealth.

 Articles by this Author

Charitable Giving As a Bridge Between Generations
by Joe Calabrese

Approached sensitively, charitable giving can be a wonderfully unifying force. Children can be quite positive about funds designated for charities when they are allowed to have a role in the charitable decision-making.
 
Preparing Adult Children for Inheritance: How to Maintain Harmonious Relations Across Generations
by Joe Calabrese

Wealth created by one generation can deeply enrich the lives of generations to follow. However, multi-generational wealth may also pose challenges. In an article for Wealth Management Exchange, Joe Calabrese of Harris myCFO explores the four basic issues of inheritance: entitlement, differing needs, the grandchild conundrum, and distribution.