2018 TPI/U.S.Trust Study of The Philanthropic Conversation - Full Report

Theme:
Professional Advisors

The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand the extent and dynamics of philanthropic conversations taking place between wealthy individuals and their advisors, The Philanthropic Initiative (TPI) partnered with U.S. Trust on a 2018 study of advisors’ approaches to and high-net-worth clients’ expectations of these discussions. This study builds upon research conducted in 2013 on the same topic.