Doing Well by Doing Good in California - Improving Client Service, Increasing Philanthropic Capital: The Legal and Financial Advisor's Role

Studies by TPI dating back to 1996 have repeatedly shown many professional advisors are reluctant - and all too frequently unwilling or unable - to counsel their clients effectively about how to define and achieve their philanthropic goals. Lacking the knowledge and expertise to effectively respond to their clients’ philanthropy-related objectives, some advisors fail to serve their clients fully - often missing a competitive practice advantage in the bargain.