Philanthropic Planning
Philanthropic planning is a comprehensive process that aligns your goals, values, and financial resources with your charitable intentions. Our team will assist you in integrating your charitable aspirations into your overall financial plan.
Philanthropic Strategies & Charitable Vehicles
We will guide you through selecting appropriate philanthropic vehicles that align with your goals and tax situation. Furthermore, we will collaborate with your existing professional tax and legal teams to maximize tax benefits and ensure seamless integration.
A Customized Philanthropic Plan
Our custom solutions are designed to address the challenges of charitable trusts, endowed giving, and family foundations. A Wealth Advisor will guide you through our financial planning process to create a comprehensive charitable strategy that aligns with your philanthropic goals and aspirations.
Managing Your Charitable Assets
Our asset management team will develop a personalized strategy to manage your assets in accordance with your charitable goals. We specialize in managing investment assets for donor-advised funds, charitable trusts, endowed giving, and family foundations.