The Inheritance Wave Is Coming: What Advisors Need to Know

▤ Summary

We are almost officially halfway through the year making now an opportune time to reflect on the conversations you’ve been having with your charitable clients. In the meantime, a recent report from EY caught our attention, stating that the “tidal wave of the ‘great inheritance’ is cresting this year. We’ve also noticed among our clients an uptick in women driving philanthropy over the past few years. This underscores the need for advisors to get in front of these conversations with charitable clients, offering them additional guidance and support. So, as you prepare for upcoming client meetings, consider how understanding the needs of women and young investors can help you approach the second half of the year from a refreshed perspective.

▦ Linked Companies

Foundation Source

$10M to $25M