I am excited to share some fantastic news with you!
Putnam Consulting Group has been named a finalist in the Philanthropy Advice category for the 10th Annual Family Wealth Report Awards 2023. This is the second consecutive year we have been honored with this prestigious recognition, having won the award in 2022. The winners will be announced during the Gala Ceremony at the Mandarin Oriental Hotel in New York City on May 4, 2023. This recognition by the Family Wealth Report Awards is a testament to our dedication to providing high-quality philanthropic advice to affluent families, family offices, and family foundations.
The awards acknowledge the most innovative and exceptional firms, teams, and individuals serving the family office, family wealth, and trusted advisor communities in North America. With a rigorous, thorough, and independent judging process, the awards genuinely represent excellence in family wealth management and philanthropy.
We are incredibly proud to be listed among such outstanding competitors and appreciate your continued support in our mission to transform philanthropy and elevate the impact of our clients’ charitable giving.
In light of the largest wealth transfer in history, with $80 trillion projected to be passed down over the next 20 years, we are committed to assisting wealth advisors in expanding their charitable giving planning. To that end, we have created a free resource, 5 Charitable Giving Mistakes That Cost Advisors Money, specifically for advisors of ultra-high-net-worth clients. This guide aims to help advisors confidently expand their philanthropic service offerings and support their clients’ charitable giving goals.
Thank you for being a part of the Putnam Consulting Group community. We look forward to continuing to provide you with trusted advisory, tailored consulting, and strategy development services that make a meaningful difference in the world of philanthropy.
Learn more about us at putnam-consulting.com, and please feel free to reach out to me at +1-800-598-2102 or schedule a call with me.
