They look to you as a trusted source to provide counsel on foundations
Big Text:
Virtually all high net-worth clients have a commitment to philanthropy
Foundation Source removes the challenges that used to come along with setting up and managing the most powerful and desirable of all charitable vehicles: the private foundation.
Dependable Support That Doesn't Drain Resources
As an attorney representing high-net worth individuals and their families, clients turn to you for a wide range of services related to their charitable needs.
Wealth management firms are embracing “strategic philanthropy”
Big Text:
Deepen and extend your client relationships
Private foundations are a proven resource to build deeper relationships.
The Choice Is Yours
Strategic philanthropy is recognized as a major need of today’s wealth management clients. Virtually all high net-worth individuals have made some commitment to philanthropy—and more than ever, the nation’s top wealth advisors are expected to embrace strategic philanthropy as a key practice area.
