Later in life, financial goals often start to shift and, for many, charitable giving takes on a new significance.
The way you approach this objective affects not only your own wealth, but also the impact that you will have on the charitable causes you support. Whether you choose to make direct donations, set up a foundation, or allocate family wealth to a sponsorship program, there are many ways to provide support. We'll help you find the strategy that makes the impact you want to see, and fits within the long-term plans you have for your wealth.
Our charitable giving services include:
- Establishing foundations and philanthropic programs
- Managing the tax implications of your charitable contributions
- Helping you and your family define clear goals