Professional Advisors | TPI

Talking to Clients about Philanthropy: Now that you know the why, here’s the how. Jul 31, 2019 If you’ve read TPI’s research with U.S. Trust on how advisors and their high-net-worth (HNW) clients view the philanthropic conversation, you know that the research helps advisors understand what,...

U.S. Trust Study of The Philanthropic Conversation: 20 Years of Research in Three Powerful Insights for Advisors Jun 19, 2019 The Philanthropic Initiative (TPI) first began examining philanthropic conversations between professional advisors and their high-net-worth (HNW) clients in the late 1990’s, when, believe it or not...