Resources

PIMFA - The Personal Investment Management and Financial Advice Association
Organisation
The Personal Investment Management and Financial Advice Association (PIMFA) is the trade association for firms that provide investment management and financial advice to help individuals and families plan for their financial life journeys.
PIMFA’s membership consists of two groups...
Mishcon de Reya
Organisation
Mishcon de Reya services an international community of clients and provides advice in situations where the constraints of geography often do not apply. Our philanthropy team work with individuals and families to ensure they achieve the very greatest impact with their giving by advising on legal, governance, tax, policy and political aspects.
Report
US Trust and The Philanthropic Initiative, Inc. (TPI)
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...