Resources

Reports

You might find some of these reports useful. Some reports are held as PDF documents within the site and others link to other sites.

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.
Report
Scorpio Partnership
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...