Panel:
Using Philanthropy to cement client and family relationships and the relationship with the advisor
- How philanthropy can de-commoditise the client relationship by involving passionate interests, creating educational opportunities for successors and bringing the service provider closer to the role of trusted advisor
- What are the objectives for philanthropists, how are they achieved and quantified and how can wealth managers charge for these achievements?
- How Australia’s culture of giving will change both quantitatively and qualitatively and why wealth managers need to establish a philanthropy capability
- Examine the growing number of social investment opportunities available
Mr Peter Winneke,
Head of Philanthropic Services,
Myer Family Company
Chairman, Grand Charity Board,
Freemasons NSW&ACT
Head of Philanthropy,
ANZ Private & Trustees