Services curated for philanthropic minded families and individuals

Philanthropy is so much more than just making donations here and there. It is how families can share their values across generations and impact their communities at the same time. Many of our clients feel that leaving a legacy defined by charitable giving is an important life goal. We can help you and your loved ones navigate the best ways to accomplish this goal.

There is so much to philanthropic gifting, that can be accomplished much more tax efficiently. There are wonderful tools like Donor Advised Funds (DAF) to Charitable Remainder Trusts (CRT) to Qualified Charitable Distributions (QCD). They all have acronyms, but can also save you on taxes!

Let us help you determine the best way for you and your loved ones to leave behind a legacy that makes a lasting impact.