Gen Z and millennials are widely considered to be the most diverse and socially conscious generations yet. They are vocal about their interest in driving social impact. And their values and priorities dictate their actions, all of which are actively shaping the future.
Here are six key trends for HNW donors to consider during your giving season conversations.
For many clients, the most important benefits of a foundation are to ensure that the next generation will be responsible stewards of their values and wealth.
Relatively few investment advisors are making private equity available to their high-net-worth clients, according to new research from iCapital Network.