Putnam Wins Award Family Wealth Report!

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Putnam Consulting Group Wins Award in the “Philanthropy Advice” Category at the
Family Wealth Report Awards 2022 Program

 

For Immediate Release

CLEVELAND, May 17, 2022 — Putnam Consulting Group, one of the industry leaders, has been handed the honor of winning the ‘Philanthropy Advice’ award in the 9th Annual Family Wealth Report Awards 2022 Program.

Held in Manhattan at the Mandarin Oriental Hotel, the event included hundreds of guests for its annual awards gala event and provided a wonderful night of celebrating and networking.

Showcasing ‘best of breed’ in North America, the awards have been designed to recognize outstanding organizations grouped by industry and encompass all of the world’s major wealth management centers.

In response to this news, Putnam-Walkerly, said: “I am honored to have my firm win this esteemed award. It is a great honor to be recognized in the shortlist of finalists and this is testament to the quality of philanthropic advice my firm provides to affluent families, family offices and family foundations.”

Each of the categories is highly contested and is subject to a rigorous process before the ultimate winner is selected. It is this process that makes Family Wealth Report awards so prized amongst winners and commended by firms and individuals globally.

Participants around the world agree that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity, validation and sustainability of the winner’s business and operating model.

Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report, was first to extend his congratulations to all the winners. He said: “The organizations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission. These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the North American family office and wealth management space, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in American wealth management.”

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.

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Kris is a sought after philanthropy advisor, expert and award-winning author. She has helped over 90 foundations and philanthropists strategically allocate and assess over half a billion dollars in grants and gifts.

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