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.
Strategic assessments can open doors to greater collaboration, increased transparency, and lead to more impactful giving.
A collaborative, focused approach can lead to greater impact, a successful transition of wealth and a continued relationship with the next generation. Many of your clients may ask for your advice on philanthropic matters, but may not realize it is usually beyond your scope.
If you see alignment where we could work together, please reach out!
Shana Buxser truly believes in the magic of altruism. Her life's passion is to align a philanthropic vision with the missions and needs of others to maximize support and change our world. She has seen first hand, how philanthropy can be life changing for both the donor and the recipient in the most amazing way!
For over 20 years, Shana worked with hundreds of philanthropic individuals, families and companies to identify and articulate philanthropic passions. Her work has spanned a wide range of sectors and regions and has provided extensive knowledge of issues and challenges faced by philanthropists and non-profits.
By appointment Only.
Buxser Consulting LLC - All Rights Reserved.