Philanthropic Planning

Many of our clients find fulfillment by making a difference in the lives of others through monetary gifts. While philanthropic planning is addressed as part of our wealth-management process, it can also stand alone. Our firm and team believe that philanthropy is a key ingredient in helping to improve the lives of others. We help you do this by:

  • Planning with you
  • Partnering with you to pursue creating giving reserves using:
    • Dedicated investment accounts
    • Donor advised funds
    • Foundations
    • Charitable trusts
  • Facilitating creative planning around:
    • Conservation easements
    • Concurrent business transitions and charitable gifting