Our work with, and on behalf of advisors, is as important a part of our practice as is our work with donors. We seek ways to enhance the advisor’s practice and support their market differentiation. Because we are completely conflict-free, we maintain total objectivity around the charitable interests of donors and work collaboratively with their trusted advisors.
Our work with advisors reflects a partnership that provides the support they want to best respond to the interests and needs of their clients.
I truly appreciate the partnership we have. You help our team feel much more comfortable talking about their client’s charitable giving. That comfort level is a value add that helps us level the playing field with larger wealth advisory firms.
