With $46 trillion set to land in millennial heirs' hands, high-net-worth advisors must keep education and purpose in mind as ...

According to research by U.S. Trust, more than 90% of high-net-worth wealth management clients want philanthropy to come up in the first few conversations with their advisors. Whether they’re ...

Opinions expressed by Forbes Contributors are their own. I'm a global philanthropy advisor and author of Delusional Altruism. Philanthropy is as much about courage as it is about compassion.

Contact me with news and offers from other Future brands Receive email from us on behalf of our trusted partners or sponsors Vice President, Advisory, Rockefeller Philanthropy Advisors Catherine ...

Cohen, Lauren, Hao Gao, Alexander Bischoff, and Sophia Pan. "Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy." Harvard Business School Case 225-005, July 2024.

and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk ...

We're recognizing 25 partnerships for their philanthropic work across Greater Philadelphia in addition to five individuals ...

Opinions expressed by Forbes Contributors are their own. I'm a global philanthropy advisor and author of Delusional Altruism. Family offices play a critical role in steering the charitable giving ...

Our compass is intended to be valuable to a wide range of readers, including: active philanthropists seeking to enhance their knowledge; novice philanthropists looking to inform their approach; ...

By gaining insight into their philanthropic goals, you can better anticipate their needs, enhance your client relationships, and help them achieve their charitable aspirations with confidence.