Putnam Consulting Group Named Finalist in the “Philanthropy Advice” Category at the Family Wealth Report Awards 2022 Program.
For Immediate Release
CLEVELAND, February 16, 202 Putnam Consulting Group,
The annual Family Wealth Report Awards Program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
In response to this news, Putnam-Walkerly, said: “I am delighted to have been selected by the judges as a finalist for this prestigious award. It is a great honor to be recognized in the shortlist of finalists and this is testament to the quality of philanthropic advice we provide to affluent families, family offices and family foundations.”
Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report, was first to extend his congratulations to all finalists, “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. The firms and individuals in the 9th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and independent, and all conflicts of interest are avoided, ensuring that these awards truly reflect excellence in family wealth management.”
“Financial institutions that serve private foundations and ultra-high-net-worth individuals seek to offer greater philanthropic value – especially in the current complex investment, regulatory, and grantmaking environment. Kris shared insights and guidance that helped our clients learn how to create powerful giving plans while navigating rapidly changing circumstances,” said Allen Mast, Senior Vice President and Leader, Private Foundations Specialty Practice, SunTrust (now Truist).
With the biggest wealth transfer in history underway — $68 trillion being passed down over the next 20 years — Putnam-Walkerly says, “Savvy wealth advisors understand that expanding charitable giving planning is critical to their long-term success.”.” Her firm created a free resource specifically for advisors of ultra-high-net-worth clients, 5 Charitable Giving Mistakes That Cost Advisors Money. “The best way to retain management of clients’ wealth and estate planning, and attract more clients in the future, is to support their charitable giving goals and this free guide will help to expand advisors’ philanthropic service offerings with confidence.”
About Putnam Consulting Group
Putnam Consulting Group is a global philanthropy consultancy that helps ultra-high-net-worth families, private foundations, family offices & wealth advisors create dramatic impact with their charitable giving.
For over 22 years, the world’s leading philanthropists have sought the advice of Putnam Consulting Group and president Kris Putnam-Walkerly to transform their giving and catapult their impact. Services include trusted advisory, bespoke consulting, and strategy development. Clients include Charles and Helen Schwab Foundation, Robert Wood Johnson Foundation, David and Lucile Packard Foundation, Walton Family Foundation, Winthrop Rockefeller Foundation, Fujitsu, J.M. Smucker Company, Annie E. Casey Foundation, and hundreds of others including families and family offices that wish to remain anonymous.
Kris is the award-winning author of Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving (Wiley, 2020) and Confident Giving: Sage Advice for Funders. Kris also contributes expert philanthropic commentary to the WSJ, Forbes, Washington Post, Bloomberg, NPR’s Morning Report, Robb Report, Stanford Social Innovation Review, The Chronicle of Philanthropy, Family Office Magazine, Variety, Thrive Global, Financial Advisor Magazine, Wealth Management.com, ThinkAdvisor, Worth Magazine, and other media.
Learn more at putnam-consulting.com.
CONTACT: Kris Putnam-Walkerly at +1-800-598-2102 or kris@putnam-consulting.com.
