By Erica Sauer Wealth Tiers and Asset Allocation Models Aid Research This year in 2018, Aspire introduced its Tactical Briefings and… Read More »Aspire Introduces Wealth Tiers and Asset Allocation Model
The Tax Cuts and Jobs Act that was signed into law on December 22, 2017 was over a thousand pages… Read More »Tax Webinar | Follow-up Questions
Curious about your HNW prospect’s liquid assets? We have good news! By Erica Sauer What Is The Report? Compiled and written… Read More »2017 Capgemini World Wealth Report
Identify new donor opportunities and forecast potential losses Webinar | $75 Information on the new tax law has flooded the… Read More »Discover Gift Opportunities in the New Tax Law with Prospect Research
A High Net Worth Individual (HNWI) typically holds $1 million in liquid financial assets. By Erica Sauer The 2016 US… Read More »2016 US Trust Study of High Net Worth Philanthropy