Charitable giving is something that matters deeply to many of our clients from large to small. For more and more clients, philanthropic endeavors have become a pillar in their wealth management strategy, serving a unique and individualized need. We work closely with you to create a plan that fits yours goals and interests.
Private family foundations continue to be a favorite vehicle among families seeking to make a positive and long-lasting impact on the world. The choice of issues and organizations a family supports represents your family’s values in action. Including multiple generations in the conversation has the added benefit of passing on values (and the accompanying stories) from one generation to the next.
Building a Legacy
Your legacy is not just about increasing the financial wealth that you hope to pass on to future generations. It can be challenging to prepare your family for the wealth they will receive. Through years of experience working with high net worth families, we have learned that the best approach is more than just financial education for the rising generations—it also involves a cross-generational understanding of what wealth means to individual family members and to the family as a whole. Have you seen the movie COCO? We all die two deaths. One, when our heart stops beating. The other when no one remembers us anymore. What will your legacy be? We can help you create a legacy planning vision and then work with you to put this plan in place.