Depending on one’s financial situation, handing down wealth to future generations can be more complicated than the actual wealth creation. To protect the wealth that you have created, maximize your gifts and ensure your descendants or other recipients have the ability to use these gifts wisely, you may be forced to navigate a near endless…
Financial advisors don’t just manage their clients’ investments – they also help to guide their clients in all aspects of their lives. In this series, we highlight financial advisors, wealth managers, and attorneys who themselves are passionate about charitable giving and provide expertise to assist their clients in taking their own charitable giving to the…
“W2: Women & Wealth,” the first program in a series hosted by The Jewish Communal Fund Advisor Network, revealed the importance of forging personal connections with female wealth-holders [dropcap]A[/dropcap]dvisors who serve the growing market of female wealth-holders will see an incredible growth opportunity in the coming decade, according to a panel discussion on the topic…
Q&A with Financial Advisor David Pelton, RICP®, Senior Vice President at Morgan Stanley Financial advisors don’t just manage their clients’ investments – they also help to guide their clients in all aspects of their lives. In this series, we highlight financial advisors, wealth managers, and attorneys who themselves are passionate about charitable giving and provide…
Conversation starters and year-end philanthropy tips for advisors to high-net-worth clients. Advisors can help deepen their relationship with clients by proactively engaging them in a conversation about philanthropy. Over 95% of wealthy Americans are already donors to non-profit organizations. A 2013 US Trust survey found that financial experts do not broach philanthropic planning as quickly as their…