Charitable Involvement

As asset managers, we are constantly challenged and encouraged by the opportunity to help our clients maximize their wealth for the greater good. Whether you’re looking for the most effective ways to give back,conducting due diligence on the financial efficacy of a charitable organization, or looking to start your own foundation, we’re here to serve you.

• Annual budgeting
• Research/communication on/with recipients
• Managing communication between foundation members
• Navigating tax concerns
• Intertwining charitable giving with estate plans