Philanthropy Advisors Global Special Interest Group
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. Entries for the 2024 Awards are now open and will close on Friday 12 April 2024.
Our panel discussed how families businesses can formalise 'doing good' as part of their business model to aid their profitability by aligning their philanthropic visions.
Carly Doshi and Preston C Demouchet provide an update on the utility of donor‑advised funds in the US.