Unlocking the power of philanthropy for your clients

The Private Wealth Guide is your go-to guide for integrating strategic charitable giving into your client conversations.

Inside, you’ll find:

1. Proven strategies for discussing philanthropy with clients and identifying giving opportunities.
2. Practical tools for managing complex assets like business interests, real estate, and alternatives.
3. Expert insights on maximizing tax efficiency and long-term impact using donor-advised funds (DAFs) and other giving vehicles.