Resources categorized under: "Advisors" Clear

Tips for the Talk

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Categories: Advisors

Wealth advisors know that high-net-worth clients typically look to them for guidance around their charitable giving. That’s why conversations around […]

Understanding Your Clients Philanthropic Needs

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Categories: Advisors

Advisors are sometimes hesitant to discuss philanthropy with their clients. But for high-net-worth individuals, conversations and planning around philanthropy are often as important as the matters that initially brought the client and the advisor together.

William L. Sutton – UBS

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Categories: Advisors

The head of U.S. philanthropic services explains how Foundation Source helps UBS forge stronger client relationships.

Year-End Opportunities and Potential Pitfalls Around Philanthropy

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Categories: Supporting Your Foundation Advisors

Search Topics: Foundation Investments

This whitepaper offers insight into year-end opportunities and potential pitfalls for advisors working with high-net-worth and ultra-high-net-worth individuals and families. It also offers practical advice on how to avoid these common pitfalls and broaden and deepen your client and prospect relationships at this critical time of year.