WEBINAR: THE ART OF ADAPTATION

Opening a dialogue with clients about their philanthropy can help transform the professional adviser-client relationship – according to our new report ‘The Art of Adaptation’.

But what are the benefits of providing philanthropy advice, for clients and advisers alike? And how should wealth management, legal and accounting firms adapt to better support clients’ philanthropic ambitions? Join this webinar to take part in what promises to be a lively discussion with our expert panel.

  • Learn which areas of philanthropy advice are most valued and where wealthy individuals feel their advisers could offer more support.
  • Hear practitioners in the field discuss the challenges, benefits and potential strategies for providing philanthropy advice.
  • Pick up ideas for adding value to your advisory services and enhancing client relationships.

PHILANTHROPY ADVICE AND THE ART OF ADAPTATION

Cath Tillotson of Scorpio Partnership asks a panel of expert advisers - Keziah Cunningham of Charities Aid Foundation, Alexandra Loydon of St. James's Place Wealth Management and Allan Holmes of Deloitte - to share experiences of how starting a conversation about philanthropy can take the adviser-client relationship to a deeper level.

Download the report

ABOUT THE EXPERT PANEL

Cath Tillotson, Managing Partner, Scorpio Partnership

Cath oversees research activity at Scorpio Partnership and the development of strategic recommendations for client projects.

In the philanthropy field, she heads up the global research work that Scorpio has undertaken among major donors, family givers and family foundations.

Allan Holmes, Director, Deloitte

Allan is a director in the Cambridge office of Deloitte where he heads the trust team. He has wide experience of dealing with HNW clients having worked in London, the Channel Islands and, before joining Deloitte, led the Private Client tax team of a major regional law firm. He has been involved in advising clients on a range of wealth planning strategies, including the timing and structure of philanthropic activities.

Allan is a Chartered Accountant and a Chartered Tax Advisor.

Alexandra Loydon, Head of Private Client Services, St. James's Place Wealth Management

A private client lawyer, Alexandra heads up Private Client Services at St. James's Place Wealth Management.

She manages the philanthropy service and supports advising clients on a wide range of tax mitigation and estate planning strategies, with a focus on protecting and passing on the wealth of clients and their families.

Keziah Cunningham, UHNW and Family Office Senior Adviser, Charities Aid Foundation

Keziah has extensive experience working with global UHNWI individuals, families, and their representatives to advise on effective philanthropy.

Specialising in family philanthropy and next generation issues, Keziah helps families move beyond the goal of wealth preservation alone towards finding new purposes for their wealth, to bring meaning to wealth ownership for each generation.

OTHER PHILANTHROPY RESOURCES

Insight for social investors


Our latest collection of publications, videos and blog posts offers expert insights into the latest trends in philanthropy.

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Help your private clients achieve more with their philanthropic capital.

CAF Charitable Trust


If you want to give more than £10,000, a CAF Charitable Trust is the most flexible way to support your favourite causes.