SHORT 'When Giving Became Part of the Advice' Simon Bowden Head of Philanthropic Services at Forsyth Barr

In this SHORT episode of Purposely, we are back with SimonBowden, Head of Philanthropic Services at Forsyth Barr, on why investment firms are bringing philanthropy into the advisory relationship, and what that means in practice. Simon explains that demand from clients is a big part ofwhat is driving the shift. Generational wealth transfer is bringing people into the conversation who have a strong…