A
joint U.S. trust study by The Philanthropic Initiative and the Bank of America
has shown several discrepancies between the ways in which high net-worth (HNW)
individuals and their professional advisors view philanthropic goals,
motivations and conversations. Using a sample of 312 advisors and 119 HNW
individuals, some of the key findings of the study which could be especially
relevant to family enterprise advisors are as follows:
• there
are several disconnects between HNW individuals and advisors centering on the initiation
and substance...