By Amanda Goldberger For nearly 100 years, philanthropy has looked fairly similar. Early in the 20th century, the giants of the industrial revolution – Rockefeller, Ford, and Carnegie – launched the first “golden age” of philanthropy with the novel concept of organized giving. While modern philanthropy has its roots many centuries earlier, these titans revolutionized…
Strategies for Wealth Advisors Assumption #1: UHNW millennials have very little care for the world they live in. The Reality: They see wealth as a means to make a positive impact on society. Assumption #2: UHNW millennials are tech-savvy and therefore more likely to be attracted to robo-advisors. The Reality: They desire a more…
