UBS predicts in its 2023 Global Wealth Report that global wealth will reach $629 trillion by 2027, with the number of millionaires totaling 86 million and ultra-high net worth individuals hitting 372,000. However, while wealth is rising for many, significant levels of wealth inequality persist. A growing number of geopolitical and environmental crises are leading wealth holders to focus more on ‘legacy’ and to think critically about the purpose and impact of their wealth.
How ambitious, strategic, and holistic wealth holders wish to approach philanthropy will vary enormously, but often the immediate challenge is knowing where to begin and how to achieve real impact. As Dr. Beth Breeze and Emma Beeston highlight in their seminal 2023 guide, Advising Philanthropists, philanthropy advice is the solution to “analysis paralysis,” providing donors with information, suggestions, and recommendations to create a plan for their philanthropic giving.
Since the start of the 21st century, there has been a noticeable global shift in trends of philanthropic giving, with philanthropic advisers, particularly family offices and private banks, playing a significant role in this landscape. Family offices increasingly provide expert advice to philanthropists regarding charitable giving. UBS's Global Family Office Report 2024 outlines that almost a third (32 percent) of family offices globally are focusing on philanthropy, looking to better understand it. Private banks are also key players in this field, with an increasing number operating in-house philanthropy departments to serve their high-net-worth customer base.
根據瑞銀（UBS）在2023年全球財富報告中的預測，全球財富到2027年將達到629萬億美元，千萬富翁的數量將達到8600萬，而超高淨值個體將達到372,000人。然而，儘管許多人財富上升，但巨大的財富不平等問題依然存在。日益增加的地緣政治和環境危機使財富持有者越來越關注“傳承”，並更深入地思考他們財富的目的和影響。
積極的社會變革
財富持有者對慈善事業的雄心、策略和整體方法差異很大，但通常面臨的直接挑戰是如何開始以及如何實現真正的影響。然而，正如Beth Breeze博士和Emma Beeston在其開創性的2023年指南《為慈善家提供建議》中指出的，慈善建議是為捐贈者提供信息、建議和推薦，以制定慈善捐贈計劃。
自21世紀初以來，全球慈善捐贈趨勢發生了明顯的變化，慈善顧問，特別是家族辦公室和私人銀行，在這一領域中扮演了重要角色。家族辦公室越來越多地為慈善家提供有關慈善捐贈的專業建議。瑞銀的2024年全球家族辦公室報告指出，全球近三分之一（32%）的家族辦公室專注於慈善事業，尋求更好地理解這一領域。私人銀行也在該領域中扮演著關鍵角色，越來越多的銀行設有內部慈善部門，以服務其高淨值客戶群。