Our clients want their wealth to make a difference.

Developing a gifting plan

We can also help clients determine the optimal gifting structures which may include donor-advised funds, private foundations and charitable trusts. Where necessary, we work with legal counsel and insurance experts to ensure the gifting strategy is tax-effective.

We integrate our clients' philanthropic planning into a multi-generational wealth plan and work to ensure that the philanthropic plan supports key goals such as portfolio diversification and the development of a charitable family ethic. We can also develop a separate investment strategy for the management of charitable funds.