Philanthropy for Multi-generational families

Our team provides in-house expertise in gift planning and philanthropy to address the philanthropic goals of each generation in a coordinated, education-based fashion.

Legacy through Philanthropy

Analyze various gifting strategies to optimize philanthropic goals while attaining tax efficiencies.

Assistance with reviewing the best charitable vehicles with the family whether it be outright gifting, charitable trusts, donor advised funds or family foundations.

Provide administrative assistance for various charitable entities.

Overview of transfer tax returns.

Proactive assistance in identifying charitable organizations that may be in line with the family’s goals.

Use of philanthropy for broader family legacy discussions and activities.

Insights and Expertise

charitable giving

Charitable Giving for the High-Net-Worth Individual

Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, …

2022 Year-End Planning Tips

In some ways, 2022 was a better year than 2021 or 2020. The pandemic, while still not behind us, is …

Contact us about Family Office Services today