This study explores the extent and dynamics of advisor approaches and high-net-worth client expectations of the philanthropic conversation.
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.