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The life cycle of a private client

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Maintaining and enhancing social purpose through philanthropic and esg/ impact investing during high inflation and stressful economic times

The Life Cycle of a Private Client - In this issue of the Philanthropy Impact magazine we look at how professional advisors can better understand what their clients want, how to understand and meet clients’ expectations for their philanthropy and deliverable impact. We also look at the rapidly growing generation of impact investors and philanthropists, the implications for professional advisory practices, and the need to upskill a workforce in the soft skills necessary to meet this changing need and expectation, which will strengthen relationships with all clients, regardless of generation.

Download PI Magazine Winter 2022 2023 Part 1

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