High-net-worth individuals and their families have complex and diverse needs related to philanthropy as well as their investments, estate planning, and retirement. Advisors, individuals and families of wealth can meet these needs by providing integrated and comprehensive services. Contact us to explore why it makes strategic sense to partner with experts in philanthropy and how we can add value to your practice. We work collaboratively with advisors, joining your team to provide customized, philanthropic services to your clients.

Philanthropy Advisors, LLC, does not manage assets nor do we provide legal or financial advice.

Lauren Katzowitz Shenfield moderated a next generation conversation for professional advisor members of the National Network of Consultants to Grantmakers. (www.nncg.org)