Are you looking to make a greater impact on the world around you?

For many of our clients philanthropy is at the core of their financial behavior. In fact, most give money to charity every year. We have found that as net worth increases many of the families we work with seek to make more substantial contributions to the various charitable institutions and endowments they support. This level of giving requires a highly customized approach to planning that involves the coordination of estate planning, Wealth Protection and Wealth Accumulation. We help our clients define their charitable goals, establish criteria by which they will determine which causes to support, help structure their giving to create the desired impact and work with organizations that allow our clients to calculate the impact of their gifts and social investments.

If you wish to leverage up the value of your philanthropy or if you are considering establishing a private foundation, Donor Advised Fund or Charitable Remainder Trust or you simply wish to learn more about Impact Investing, please contact us by clicking here.