How philanthropy advice could head off a client crisis
- What are the benefits of advising on philanthropy?
- Could advisers be doing more?
- How can they address their knowledge deficit?
Research in the US has found that 92% of affluent investors who use an adviser did not consider their parents' adviser in their selection process. So how can advisers retain more next-generation heirs as clients? Part of the solution may be advising on philanthropy.
Research has found substantial demand among younger millionaires for help with their charitable giving. With this in mind, we asked 215 IFAs, wealth managers and chartered planners how well they're responding.
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