Custom consulting services are available to clients with managed accounts of $10 million or more on the fiduciary platform.
2 Pew Research Center. Dimock, Michael. http://www.pewresearch.org/fact-tank/2019/01/17/where-millennials-end-and-generation-z-begins/ (Latest data available.)
4 U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021. https://www.cerulli.com/reports/us-high-net-worth-and-ultra-high-net-worth-markets-2021
The 2021 Bank of America Study of Philanthropy: Charitable Giving by Aﬄuent Households
Advancement Resources. (2015). Generational Differences in Giving: Engaging Millennials. Retrieved from advancementresources.org/Blog/In-the-News/44/Generational-Differences-in-Giving-Engaging-Millennials.aspx.
Goldseker, Sharna & Moody, Michael. (2013) Young Wealthy Donors Bring Taste for Risk, Hands-On Involvement to Philanthropy. The Chronicle of Philanthropy. Retrieved from philanthropy.com/article/What-Young-Wealthy-Donors-Want/154831.
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