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