TPI/U.S Trust Study of The Philanthropic Conversation - Executive Summary

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, U.S. Trust recently partnered with The Philanthropic Initiative (TPI) on a study of advisors’ approaches to and HNW clients’ expectations of these discussions.

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