Executive Summary of the 2013 TPI/U.S Trust Study of The Philanthropic Conversation

Theme:
Professional Advisors
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 2013 study of advisors’ approaches to and HNW clients’ expectations of these discussions.

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