As families’ wealth increases and as that wealth gets passed on to heirs, the issue of philanthropy often becomes more and more important to wealthy families. T

On the latest episode of Wisdom and Wealth, we’re looking at a specific resource that these families should know about and should consider—a professional known as a philanthropic advisor, who is deeply focused on the area of charitable giving.

Let's get started!

Timecodes:

0:06 - Introduction and overview on the topic of the day

2:00 - The appeal of working with a philanthropic advisor

3:25 - How a philanthropic advisor works with their client

4:45 - Getting involved on a more granular level

6:17 - Providing guidance on the strongest charitable tools and vehicles available

8:23 - Surprising factors within the realm of charitable giving

10:04 - How to decide if you need to work with a philanthropic advisor

12:45 - The characteristics of a skilled philanthropic advisor

16:00 - How you can get in touch with Frank's team to discuss this further

17:43 - Closing remarks

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