Our sophisticated suite of philanthropic services encompass the full spectrum of charitable giving structures and tax-efficient solutions. We design and implement:
We guide families in developing and implementing sophisticated philanthropic strategies that maximize their charitable impact while integrating with their overall wealth management objectives.
Our rigorous evaluation process identifies organizations that demonstrate exceptional stewardship and impact. Among our recommended initiatives:
*Efficiency ratings are from a combination of independent charity evaluators including Charity Navigator, Forbes Magazine, BBB Wise Giving Alliance, and financial reports and audits.
While we maintain relationships with these and other distinguished organizations, we understand that each family’s philanthropic vision is unique. Our advisors are prepared to:
Our team stands ready to explore philanthropic opportunities that align with your family’s values and objectives. Connect with our advisors to discuss your charitable vision and discover how we can help architect your philanthropic legacy.
We welcome the opportunity to discuss how our expertise aligns with your family’s objectives. Initiating a dialogue about your family’s legacy is a significant decision. Our team ensures discretion and sophistication in every interaction.
We use cookies to improve your experience. By continuing, you accept our cookie policy.