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...
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...
Expert opinion
IT WAS IN 1987 that, following an altercation with my driver—whom I suspected wanted to take the car to his home to siphon out the excess petrol and sell it—I...
Stone King LLP
Organisation
Stone King LLP is a law firm which combines a leading national charity law practice with a vibrant private client practice. It provides, on a national basis across the UK, a unique rounded and cohesive service to philanthropists and social entrepreneurs, as well as to charities and other not-for-profit organisations.
Report
Thoughtful Philanthropy
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future.
Global Change Network
Organisation

Global Change Network (GCN) is a strategy consultancy that helps mission-based organizations, socially-responsible companies and philanthropists improve the health and prosperity of people and the planet. Global change is a tall order. But our clients are doing just that by fighting deadly...