Services for Financial Advisors
Deepen your Relationship with your Clients and their Families
A significant percentage of high-net-worth individuals engage in charitable giving. When financial advisors support them with their philanthropy as part of a holistic financial strategy, it helps them provide more comprehensive services. Philanthropy is deeply personal. By offering philanthropic advice, you foster deeper loyalty among your clients and their families. This approach not only strengthens your client-advisor relationship but also extends your impact across generations.
What we do. Consider us a part of your team. We provide customized briefings on the evolving philanthropic landscape to ensure advisors stay ahead. We also offer tailored coaching sessions and advice as an extension of your staff. Our flexible approach means you can access philanthropic advice for your team or clients as needed, and on your terms, enhancing your advising services and strengthening client relationships.
We’re happy to speak with you about the advantages of incorporating philanthropy into your client services.