Charitable giving is something that touches many of our clients from large to small. For many ultra high net worth (UHNW) clients, philanthropic endeavors have also become a pillar in their wealth management strategy, serving a unique and individualized need.

Susanna Poon, Director of Philanthropy Services at CTC myCFO, a part of BMO Financial Group, joins the podcast to explain how financial advisors can be the bridge between UHNW individuals with excess capital and organizations in need of capital. Assisting with this part of a client’s wealth lifecycle can help build a stronger relationship and better potential outcomes for the client and the charitable impact they would like to make.

More resources

For full show notes and links mentioned in this episode, visit bmogam.com/betterconversations.

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