Elevating Philanthropic Services as a Critical Component of Your Wealth Management Strategy

This white paper outlines how wealth managers may extend their services to their high-net-worth and ultra-high-net-worth clients through grant and scholarship management as a service.

It demonstrates how they can move from simply offering their clients commoditized types of services (e.g. asset management, custody services, trust and estate administration, etc.) to a more strategic offer which can help them win new clients and retain existing ones.