Newest Insights about Philanthropy

Philanthropy
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.
All Insights about Philanthropy

Activist Philanthropy and Innovative Family Structures
PhilanthropyThere’s a new breed of activist philanthropists who are going beyond the call of duty to make...

Impact investing and philanthropy: how family businesses can make real impact
PhilanthropyImpact investing and philanthropy have always been part of the DNA of entrepreneurial families,...