How to Help Families Make the Most of Their Philanthropy

Philanthropy is much more than making donations—it’s an effective way of sharing values across generations and illustrating personal and family interests, passions and creativity. And when charitable clients have the tools to align their philanthropic, wealth management and legacy planning objectives, it can enhance their giving while helping forge the multigenerational connections needed to ensure dynastic wealth.

Research conducted with family offices and financially successful families over the past two decades has uncovered some meaningful trends that (1 ) collectively provide historical context for the issues facing today’s philanthropic families and (2) present several opportunities for advisors to better serve and engage with their most valuable clients.

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