Individuals of great wealth often express the duty to pay it forward to the community and to donate to philanthropic causes. Our collaborative and dedicated team will offer guidance and advisement on charitable entities and optimal pathways to achieve your philanthropic and wealth legacy objectives.

To objectively achieve your philanthropic goals, our experts will guide you in sifting through opportunities and strategies to create a customized plan for charitable giving, designed for you and your family and one that matches your future objectives. With our reputable presence in the philanthropic industry, we offer access to opportunities, events and personnel as well as facilitating meetings with family and with philanthropists who are aligned with your vision.

The option for a donor-advised fund is available for select clients who choose to consolidate your giving strategy. This choice can provide you with the opportunity to carry out charitable giving goals, while allowing you flexibility and reduced tax exposure.