Philanthropy – Let’s Talk About It

In 2013, U.S. Trust partnered with The Philanthropic Initiative to conduct research on philanthropy discussions between professional advisors and their high net worth clients. The findings show significant disconnects between advisor approach and client expectations. Are ultra high net worth families and their advisors aligned or are their conversations falling short of their potential?  What lessons can be learned? What approaches can be taken to ensure philanthropic discussions within family offices spark a "triple win" with the greatest positive impact on families, advisors and society?