The daily drama of money and work from the BBC.
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Wealth Advisors & Their Role in HNWI Philanthropic Giving
Manage episode 152898768 series 1074501
Contenuto fornito da CAF America. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da CAF America o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Wealth Advisors & Their Role in HNWI Philanthropic Giving Why Talking About Philanthropy is a Smart Business Decision Ted Hart, CEO of CAF America, discusses the launch of CAF America's wealth advisory services with Eileen Wilhem, Director of Philanthropy who is joined by our guestDavid Ratcliffe, a Managing Director and the National Philanthropic Solutions sales executive for U.S. Trust, Bank of America Private Wealth Management. As experts in the field of philanthropic engagement and wealth management, Eileen and David highlight various topics and trends relevant to high net worth individuals while analyzing The U.S. Trust Study of the Philanthropic Conversation and they explore how this information can prove to be a valuable tool in building and strengthening client relationships. The show explores: The role of wealth advisors in philanthropyHow wealth advisors can support the philanthropic goals of their clientsEducating high net worth individuals on giving to their country of originThe challenges of discussing philanthropy with clients
…
continue reading
69 episodi
Manage episode 152898768 series 1074501
Contenuto fornito da CAF America. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da CAF America o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Wealth Advisors & Their Role in HNWI Philanthropic Giving Why Talking About Philanthropy is a Smart Business Decision Ted Hart, CEO of CAF America, discusses the launch of CAF America's wealth advisory services with Eileen Wilhem, Director of Philanthropy who is joined by our guestDavid Ratcliffe, a Managing Director and the National Philanthropic Solutions sales executive for U.S. Trust, Bank of America Private Wealth Management. As experts in the field of philanthropic engagement and wealth management, Eileen and David highlight various topics and trends relevant to high net worth individuals while analyzing The U.S. Trust Study of the Philanthropic Conversation and they explore how this information can prove to be a valuable tool in building and strengthening client relationships. The show explores: The role of wealth advisors in philanthropyHow wealth advisors can support the philanthropic goals of their clientsEducating high net worth individuals on giving to their country of originThe challenges of discussing philanthropy with clients
…
continue reading
69 episodi
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