Philanthropy
Charity begins at home. But to really make an impact, it can't remain there.
You understand better than most that the truest measure of integrity is what we give back rather than what we receive. But at your level of wealth, charitable giving is not without complexity. We'll help make sure your philanthropy achieves what you want it to.
Our long experience helping affluent investors manage their wealth has given us a deep understanding of the different types of philanthropic resources that are out there. From a one-time donation to a favorite charity to establishing your own endowment or trust, you can count on our resources and knowledge to help make sure your goodwill makes the biggest impact possible. Of course, part of doing that means using giving strategies that are tax-efficient – because you probably don't view the IRS as a philanthropic cause.
One of the greatest – and most satisfying – pleasures of wealth is being able to give back. We'll help you do that efficiently and wisely.
