Traditionally, wealth management professionals have focused primarily on male clients, but this dynamic is shifting, particularly in charitable giving. As women gain increasing control over wealth—through inheritance, earnings, and outliving male partners—trillions of dollars are set to transfer to them over the next decade, transforming philanthropy.Read More
HCF helps you stay up to date on legal and policy developments that could impact planning recommendations for your or your philanthropic clients.Read More
Leaving a charitable legacy is often mentioned as a priority among high net-worth families. But for attorneys, CPAs, and financial advisors who serve those families, fulfilling this client priority is sometimes easier said than done.Read More
