Philanthropy, Purpose and the Future of Wealth Advice with Juliet Valdinger

Juliet Valdinger, Holistic Philanthropy Adviser, joins the podcast to explore the role philanthropy can play within wealth management and why conversations around charitable giving, purpose, and values are becoming increasingly relevant for advisers and their clients. She shares her personal journey into the philanthropy sector and explains how advisors can help clients align their financial resources with the causes and values that matter most to them. In this episode, Juliet discusses: • Growing up internationally and how early experiences shaped her interest in people and purpose • Her first role helping raise over £100 million for charitable causes through global collaborations • A life-changing accident that led to years of recovery and reflection about purpose and impact • Discovering the intersection between philanthropy and wealth management • Why many financial advisers still hesitate to discuss charitable giving with clients • Research showing that a lack of knowledge and incentives prevents philanthropy conversations in advice firms • The growing demand from clients who want their wealth to reflect their personal values • How philanthropy can help families engage the next generation in conversations about money and responsibility • The opportunity for advisers to deepen client relationships through purpose-driven discussions • New policy developments encouraging the financial advice sector to engage more actively in philanthropy Key takeaway: Juliet believes philanthropy offers advisers a powerful opportunity to strengthen client relationships by helping individuals and families align their wealth with their values, creating meaningful impact while building more purposeful financial conversations.