To help realize your vision, our team can assist you in distilling and conveying a tailored philanthropic plan, designed for both your family today and future generations. With our presence in the philanthropic industry, we can provide access to events, facilitate family meetings, and connect like-minded philanthropists.
A donor-advised fund can also be used to consolidate your charitable giving, providing you with the opportunity to support charities in a flexible and tax-efficient manner.
Working with foundations and philanthropists for generations
Our team has extensive experience helping clients to realize their long-term philanthropic goals. Our expertise spans from the initial formation of new charitable foundations to advising on investments and long-term planning.
In addition, we can provide comprehensive guidance for existing charitable foundations. This support allows you to concentrate on what really matters: the realization of your foundation’s goals.