Benefits of Offering Private Foundation Services
Engaging clients with philanthropy offers significant benefits for advisors--from deepening relationships to retaining assets across generations. This white paper outlines how offering private foundation services can grow your practice and secure future assets.
Wealth managers are constantly seeking ways to deepen client relationships and ensure multi-generational asset retention. A staggering 98% of children do not keep the money they inherit with their parents' financial advisor. A powerful, yet often overlooked, strategy is engaging clients on their philanthropic goals.
This white paper explores the significant benefits advisors can gain by offering private foundation services. You’ll discover how incorporating these services into your practice can differentiate your business in a competitive market, demonstrate expertise in sophisticated wealth management strategies, and provide comprehensive solutions for high-net-worth clients.
Download now to learn how to:
- Forge deeper connections with clients by discussing their core values
- Initiate positive relationships with family members before wealth transfers
- Retain high-value assets in stable, long-term foundation accounts
- Gather assets currently custodied at other financial institutions
- Convert unproductive, low-basis assets into a managed portfolio
Offered Free by: Foundation Source