Why Your Clients’ Philanthropy Should Be Your Business
High Net-Worth Clients Don't Consider Philanthropic Counseling an Optional "Extra," and Neither Should You.
of high-net-worth households give to charity.1
of high-net-worth clients say they expect their advisors to discuss philanthropy within the first several meetings.2
of wealth advisors say discussing philanthropy with clients has helped build relationships with the client’s extended family.2
of spouses keep their assets with the same financial advisor after their spouse dies.3
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.