Juliet Valdinger
My sweet spot is providing support to those that have access to excess capital and help them make a positive change to the world around them.
Philanthropic advisory · Research · Stakeholder engagement
With nearly 25 years in the philanthropy sector, working for charities, foundations, individual philanthropists, and social entrepreneurs, I've seen first-hand the growing interest from wealthy individuals seeking to drive social change. This presents an opportunity, particularly in the UK and Europe, where demand for support exceeds supply.
Advisers can enhance their reputation by providing toolkits and guidance as this demonstrates they value their clients above and beyond financial gain. This approach is especially crucial given the ongoing wealth transfer and next-generation clients' different aspirations.
Articles & Insights
Philanthropy 3.0 for advisers and clients
In this article, Simple Expert Juliet Valdinger explains Philanthropy 3.0 and discusses why wealth managers, particularly in the UK, should pay attention.
Should family offices be providing philanthropy advice?
Should advisers feel a moral responsibility to discuss philanthropy? In this article, Simple Expert Juliet Valdinger answers this question and discusses how philanthropy can strengthen client relationships and deepen advisers’ moral standing as they provide clients with meaningful ways to engage their wealth.
Your clients’ values aren’t fluff. They’re important
What are values? Values are guiding principles that influence an individual’s or group’s behaviour, decisions, sense of purpose and what they consider acceptable or important. And why do advisers who work for HNW and UHNW clients need to pay attention to their clients’ values? If they don’t already recognise why this is important and proactively […]
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