Research has shown that high-net-worth and ultra-high-net-worth individuals expect to discuss philanthropy with their advisors as part of a comprehensive wealth management plan. Based on our decades of experience working with philanthropic families, we’ve put together a suite of specialized insights that will help you before, during and after your client meetings. To hear from advisors about the benefits of offering private foundations as part of a holistic practice, watch our video at the bottom of this page.
Preparing For Your Client Meeting? Start Here.
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Client Meeting Underway? Start Here.
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