What Are Family Offices?
Growth in the number and impact of family offices around the world is skyrocketing. Knowing how to recognize that a family has an office managing their finances and philanthropy (amongst other things!) and discovering who the key decision-makers are is increasingly important when cultivating ultra high net wealth individuals for major philanthropic giving. HBG Senior Researchers Elizabeth Roma and Kenny Tavares guide us through the key information you need to know, and provide additional sources to learn more about this fascinating growth area impacting our sector.
Resource guide: A Concise Guide to Family Office Resources
What Are the Elements of a Successful Wealth Screening?
Have you ever gone through a wealth screening and thought, “well, that was a waste of time/money”? Or maybe you wondered, “did we get the most out of that investment?” Join Helen Brown with HBG’s Director of Research Maureen Kilcommins and Senior Researchers Tara McMullen and Heather Willis for a 30-minute discussion that will ensure you have even more success on your next screening.
What are the elements that create a successful wealth screening? In this podcast we discuss:
- Things to consider before starting the process
- Pitfalls to be avoided
- What to do once the screening results are returned
- Next steps for the data, including using them in conjunction with analytics
If you’re thinking of investing in a wealth screening, don’t miss this info-packed podcast!
About ValueLine – Learn more about this hidden, yet valuable resource for researching companies.
Getting Started with Analytics – Not sure if your organization is ready for fundraising analytics? Watch this brief video presentation by Helen Brown and learn about the 16 little pieces of information that are all you need to get valuable insight from your database.
HBG 10 Best Omnibus Sources