Advisors like to put client spending under the microscope to the point where we view any outflows through a critical eye. But clients also come to us for help with spending, especially when it comes to philanthropy.
In my conversations with high-net-worth women—those with assets of $10 million or more—I’ve found that charitable giving is as important to them, and to the advisor-client relationship, as any aspect of wealth planning. Creating a values-based philanthropy plan offers an opportunity for financial empowerment,…
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