Professional Advisors Supporting Clients on their Philanthropy and Social Investment Journey

(U)HNWs’ private clients’ needs are changing. Research demonstrates they want more comprehensive personalised support from their professional advisors to address their values-based economic and social goals. Driven by GEN Z millennials and women with wealth the growing demand for philanthropy and social impact investment advice and support provides increased opportunities for professional advisory firms. Philanthropy Impact’s interactive training is designed for professional advisors to (U)HNWI (Private Client Advisors/ Wealth Managers/ Private Banks/ Tax And Legal Advisors) on how to meet emerging and growing client demand for philanthropy and social investment advice on matters related to their philanthropic and social investment journey.