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Wealth Advisors & Their Role in HNWI Philanthropic Giving

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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 guest David 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 philanthropy
  • How wealth advisors can support the philanthropic goals of their clients
  • Educating high net worth individuals on giving to their country of origin
  • The challenges of discussing philanthropy with clients

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