Philanthropy

Many individuals desire to manage their wealth in a way that not only benefits loved ones, but also advances their philanthropic goals. Our not-for-profit professionals offer expertise to realize these goals, whether through the creation of a private foundation, utilization of donor-advised funds, or yearly tax planning to give charitably and maximize tax savings and fiscal sustainability.

We work with both new and established charitable organizations, and are able to leverage unique connections and capabilities to best capture your vision.

Our experienced team will help you coordinate the plan that most effectively suits your needs.