Professional Advisors Archives - The Philanthropic Initiative

Professional Advisors

May 22, 2026

OVERVIEW The vast majority of high-net-worth (“HNW”) individuals give to charity and many feel that…

TPI

Professional Advisors

February 26, 2026

Over decades of strategic philanthropy advising, we’ve learned that many wealthy individuals and families are…

Leslie Pine

Professional Advisors

August 17, 2022

The breadth and depth of expertise sought by clients of a professional advisor these days…

Lisa Spalding

Professional Advisors

July 31, 2019

If you’ve read TPI’s research with U.S. Trust on how advisors and their high-net-worth (HNW)…

Rebecca Miller

Professional Advisors

May 8, 2019

The Philanthropic Initiative (TPI) first began examining philanthropic conversations between professional advisors and their high-net-worth…

Lisa Spalding