family office

Putnam Wins Award Family Wealth Report!

Putnam Consulting Group Wins Award in the “Philanthropy Advice” Category at theFamily 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 …

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10 Questions Every Donor Should Ask Their Wealth Advisor

How to get the most out of your philanthropy. If you are like many wealthy individuals and families, you look to your wealth advisor or family office for help with charitable giving. But you also seek advice and guidance beyond checkbook donations. You need help selecting the best giving vehicle, such as starting a foundation …

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