Peter Klein,

Peter J. Klein is the chief investment officer and founder of ALINE Wealth, offering holistic wealth management solutions for individuals, families, and businesses. Peter is the author of ‘A Passion for Giving’, a book that provides tools and inspiration for creating a charitable foundation.

Latest Articles

  • Philanthropy

    In times of economic uncertainty, family foundations serve as an engine for philanthropy, providing a reliable source of income when others are retrenching. Foundations also help families preserve wealth by providing tax advantages.