Why Your Clients’ Philanthropy Should Be Your Business

High Net-Worth Clients Don't Consider Philanthropic Counseling an Optional "Extra," and Neither Should You.

98%

of high-net-worth households give to charity.¹

90%

of high-net-worth clients say they expect their advisors to discuss philanthropy within the first several meetings.²

64%

of wealth advisors say discussing philanthropy with clients has helped build relationships with the client’s extended family.²

45%

of spouses keep their assets with the same financial advisor after their spouse dies.³

2%

of children keep the money they’ve inherited with their parents’ financial advisor.²

Private Foundations are widely considered the most effective, flexible, and enduring charitable vehicles.