Discussions surrounding wealth and philanthropy are highly nuanced, private, and personal. Identifying strategies to protect and pass on assets while balancing a desire to give back and involve others can be difficult to navigate and time consuming.
Our strategic, independent perspective enhances, and complements established plans and helps accomplish long-term goals by allowing for thoughtful distribution of wealth.
Many individuals, families and companies turn to the advisory community at times of change, like selling a business or the transfer of assets, to help focus or review philanthropic aims and intentions. Perhaps you finally got around to starting your family foundation....That's where we come in.
We start with the creation of a shared sense of mission, purpose, values and philanthropy. By opening up dialogue, we create a space for involvement and engagement.
Taking the next step in creating a strategic plan and assessment, opens doors to greater collaboration, increased transparency, and lead to more impactful giving.
We facilitate family (and corporate) meetings in order to open communication, involve others, create goodwill and alignment to inspire you and your family!
A collaborative, focused approach can lead to greater impact, a successful transition of wealth and a continued relationship with the next generation.
As a wealth advisor, a CPA or an estate attorney, you know those clients that need and want philanthropy advising.
Many clients may ask for advice on philanthropic matters, but may not realize it is beyond your scope. By referring clients to a philanthropic expert, you provide support that complements your expertise. You can help clients make more strategic and informed decisions about their giving by working with philanthropy advisors.
If you see alignment where we could work together, please reach out and schedule an informational call!
Take the time now to strategically plan for your future, bring your family (or corporate philanthropy team) closer and define meaning in your legacy. By incorporating philanthropy into your overall financial present and future, you become more efficient and effective at managing and distributing your wealth.
Don't put off planning your giving for another day. Experience the magic of altruism and the joy and fulfillment it brings to you and your loved ones!
By Appointment Only.