Strategic Philanthropy and Charitable Planning
Our philanthropy planning services help you align your wealth with your values, creating a legacy of purpose through charitable giving. From tax-efficient strategies to multi-generational engagement, we ensure your philanthropy reflects your vision and maximizes your impact.
Our Approach
Through our Legacy Engineering™ process, we design personalized plans that integrate philanthropy into your overall legacy. Whether establishing family foundations, structuring charitable trusts, or engaging your heirs in giving, we ensure your wealth drives meaningful change.
The Challenge
Without a clear philanthropic plan, families may lose tax advantages, miss opportunities to create impact, or fail to align giving with their legacy goals.
- Tax-Efficient Giving: Maximize the benefits of charitable contributions.
- Family Foundations: Create lasting impact with tailored foundation strategies.
- Charitable Trusts: Sustain impactful giving with trusts aligned to your vision.
Multi-Generational Engagement: Foster a family culture of giving and purpose.
Start Your Legacy Journey
In 3 Simple Steps
Let’s Make an Impact Together
Philanthropy is about more than giving—it’s about creating a legacy of purpose. Through our Legacy Engineering™ process, we help you craft strategies that inspire change and align your wealth with your values.