How to Incorporate Philanthropy Into Your Practice

Best practices for wealth managers on engaging with charitable clients

We recently hosted a panel discussion with two talented wealth advisors who regularly assist their high-net-worth clients—mostly family offices and multi-generational families—with philanthropic planning: Sarah Silverio, Principal at Summit Trail Advisors, and Jan Vega, Director in Wealth Management at Aspiriant. This summary highlights some best practices and insights from Sarah and Jan for incorporating philanthropy into the wealth management process.

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