10 Questions Every Donor Should Ask Their Wealth Advisor

22 oktober 2019, 06:00
Kris Putnam-Walkerly
Kris Putnam-Walkerly
Ten questions to ask your wealth advisor or family office to understand if and how they can help you get the most out of your philanthropy. If you are like many wealthy individuals and families, you look to your wealth advisor or family office for help with charitable giving. But you also seek advice and guidance beyond checkbook donations. You need help selecting the best giving vehicle, such as starting a foundation or donor-advised fund. You want clarity on your philanthropic goals. You want to know if you’re having an impact. You need advice on how to involve your entire family in giving, while instilling a philanthropic legacy for generations to come. As a donor, your wealth advisor or family office is a potential resource for philanthropic advice. They already understand your financial goals and are helping you implement them. They might be helping you create a family governance structure. If they also bring expertise in philanthropic strategy, they can be an excellent reso...
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