Understanding the role of wealth advisers in growing legacy giving —Remember A Charity
Partner James Cook has contributed to a report prepared by Remember A Charity that asks what role wealth advisers can play in charitable legacies, and explores the potential for growth in this area.
The report explores the role of wealth advisers in helping clients achieve their philanthropic goals through a charity legacy, as well as highlighting the potential for advisers and charities to collaborate and co-create philanthropic journeys for clients.
The report was developed in collaboration with Boon Philanthropy Consulting and with support from Philanthropy Impact, and draws on research gathered from interviews and focus groups with around 40 advisers, including wealth managers, private bankers, tax consultants, philanthropy consultants, and solicitors.
The report is available to read online from Remember A Charity.
James Cook is a partner in the private client team. He advises on estate and succession planning, wills, probate, trusts, tax-planning, lasting powers of attorney, enduring powers of attorney and Court of Protection matters.
