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...
TPW's “Going Beyond Giving" Report seeks to better understand high and ultra-high net worth philanthropists' motivations, actions, and practices. It is the first study to include a sample of TPW's...
The conclusion of research by Scorpio Partnership, the wealth management consultancy, into the views of Europe's wealthiest donors is that wealthy individuals and families may have a plethora of advisors...