Wealth Management for Charitable Investors
Aligning Wealth with Your Values Through Thoughtful, Personalized Planning
Philanthropic giving is a personal matter. Some of our clients continue a long family tradition of giving rooted in core values, while others are establishing their own plans to create a lasting legacy for future generations.
With so many strategies available to support charitable goals, we focus on using our knowledge and experience to determine the most suitable approach and assist with implementation.
How We Serve Charitable Investors
A mission statement is a few sentences that crystalize the purpose and scope of your giving. It makes your charitable efforts more effective because it is based on what matters most to you and your family, it provides an outline for action, and it will help you feel more connected to your causes.
Our goal is to help you maximize your investment which may include donation of appreciated securities, donor advised funds (including community foundations), qualified charitable distributions, family foundations,charitable remainder trusts, and donating privately held securities such as private equity or limited partnership interests.
Our advisors bring their expertise in partnership with our dedicated in-house team to ensure the philanthropic wishes of our clients are incorporated into their estate plans. This ensures clarity for beneficiaries and empowers them to act on our clients’ behalf, ensuring a legacythat will last for future generations.