WE HELP YOU
Amplify Your Charitable Inclinations
Give thoughtfully. Give intentionally. Make your wealth do more for the causes you care about.
If giving is important to you, your wealth can do more than simply change your family's future.
It can change the future of others, too.
Many successful people want to give back. But good intentions don't always translate into the greatest possible impact.
The question isn't simply whether you want to give.
It's how, when, and where your charitable dollars can make the greatest difference.
We help you think beyond the check.
We collaborate with you to thoughtfully consider your charitable goals and how they fit within your broader wealth strategy.
That may mean exploring opportunities involving:
Direct charitable gifts
Donor-advised funds
Charitable trusts
Private foundations
Charitable giving as part of your estate plan
The timing and tax implications of charitable contributions
The right strategy can potentially help you give more effectively while also fitting within your broader financial and tax objectives.
Giving can also be part of the legacy you leave your family.
We believe wealth has the potential to teach as well as provide.
How you give—and how you involve your family in that process—can help the next generation understand not just what wealth can buy, but what it can accomplish.
We help you think carefully about what you want your wealth to say about you, your family, and the causes you care about.
And when specialized legal or tax expertise is necessary, we help coordinate with the appropriate professionals to move your plan forward.
Your wealth can do more than support the people you love.
It can support the things you believe in.
-
We have no minimum portfolio size. We serve clients from $500K to $25 million plus.
-
We earn a modest FLAT FIXED FEE capped at $5,000/year…paid quarterly at $1,250/quarter. The first quarter is FREE, no charge to YOU our client. Our fees are totally transparent and a fraction of both the typical financial advisor and the value we provide. This is the first area where we can typically reduce our clients’ fees.
-
Yes! We are so confident in the added value we can bring YOU that we wave our first quarterly fee so we can start COLLABORATING together now at no charge to YOU. The sooner we start working with you, the sooner we can be building the imperative bond of trust that comes from collaborating as a team.