Where Experts Go For Expertise

As high-net-worth individuals strive to make their passion for changing the world a reality through charitable giving, they need help from the professionals they trust.

Why Charitable Expertise Should Be Part of Your Practice

If you feel like helping clients give their money away is counterintuitive–or counterproductive–to the value you can provide as a financial advisor, there’s an important case to be made for why, and how, charitable expertise fits into a wealth management practice.

Tips for the Talk

Improve your client conversations around philanthropy with these valuable tips.