While nearly 90% of affluent households participate in charitable giving, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity for advisors to deliver philanthropic support as part of a balanced and holistic wealth management solution. We recently chatted with a partner from a $5 billion advisory firm on how to be most effective when helping wealthy families with charitable planning – and how philanthropy can be a tool to enhance your high-net-worth relationships.
Three things for advisors to know before helping wealthy families with charitable planning.
Our conversation with a leading wealth manager outlines the chief considerations when advising charitable families.
Hear directly from an advice practitioner on how to navigate the charitable conversation with your wealthy clients.
