Comment & Analysis
Philanthropy advice can be a useful add-on for clients
Fifteen years ago, Sean Stannard-Stockton, senior principal at advisory company Ensemble Capital, received a call from what he calls a “very sophisticated high net worth client” directing the adviser to sell some stocks and to wire the proceeds to a non-profit organisation. Mr Stannard-Stockton explained that if the client gifted…
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Click here to read the full story: Financial Times