North West: Philanthropy advice in the regions
(U)HNW private clients’ needs are changing. Research shows that they want more comprehensive and personalised support from their professional advisors to address their values-based economic and social goals. Driven by millennials and women with wealth, the growing demand for philanthropy and social impact investment advice and support provides increased opportunities for professional advisory firms.
This is an event aimed at updating professional advisors in the North West who work with high net worth private clients, family businesses and charities on current philanthropic practices and the changing social finance landscape. During the session Philanthropy Impact, the UK’s leading body addressing philanthropy engagement across sectors, will present its research mapping on the level of philanthropy advice amongst professional advisors (top 383 firms) undertaken in Autumn 2015 in the UK and a survey of HNW and UHNW individual giving patterns.
In addition, speakers will be providing an overview of the social investment market place and the local issues in the North West. The panel will also address why professional advisors should seek deeper philanthropic conversations with clients and the benefits that this will bring.
To download this invitation as a PDF, please follow this link.
Chair: Lizzy Steinhart, Philanthropy Advisor, LCM Wealth Management
Speakers: John Pepin, CEO, Philanthropy Impact; Zoe Sheppard, Philanthropist; Evita Zanuso, Director Financial Sector & Investor Engagement, Big Society Capital; Alana Petraske, Special Counsel, Charities and Philanthropy, Withers LLP; Steven Appleton, Partner, Brabners LLP.
Philanthropy Impact would like to thank LCM Wealth Management for generously hosting this event.
Philanthropy Impact and LCM Wealth Management would like to thank: