Wealth Advisors & Their Role in HNWI Philanthropic Giving

Caring and Funding Podcast powered by CAF America

Το περιεχόμενο παρέχεται από το CAF America. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον CAF America ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

9y ago 29:55

MP3•Αρχική οθόνη επεισοδίου

Wealth Advisors & Their Role in HNWI Philanthropic Giving Why Talking About Philanthropy is a Smart Business Decision Ted Hart, CEO of CAF America, discusses the launch of CAF America's wealth advisory services with Eileen Wilhem, Director of Philanthropy who is joined by our guestDavid Ratcliffe, a Managing Director and the National Philanthropic Solutions sales executive for U.S. Trust, Bank of America Private Wealth Management. As experts in the field of philanthropic engagement and wealth management, Eileen and David highlight various topics and trends relevant to high net worth individuals while analyzing The U.S. Trust Study of the Philanthropic Conversation and they explore how this information can prove to be a valuable tool in building and strengthening client relationships. The show explores: The role of wealth advisors in philanthropyHow wealth advisors can support the philanthropic goals of their clientsEducating high net worth individuals on giving to their country of originThe challenges of discussing philanthropy with clients

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