There is growing demand from wealthy individuals for advice and support around their philanthropy, driven by a trend towards more strategic and planned giving. Private client advisors are in an ideal position to reach and advise existing and potential philanthropists.
We define philanthropy as the giving of resources in an engaged and strategic way for maximum impact and in a tax efficient manner. It can include the giving of money, assets, time, talent, voice and one’s social capital. We believe in the power of philanthropy as a great social connector and the source of many great opportunities.