Philanthropic Families

Philanthropy |

WHY STRATEGIC PHILANTHROPY?

Strategic Philanthropy allows families to meet financial, tax, family, and charitable goals in concert, allowing each to complement and elevate the others.

For many families of wealth, a commitment to philanthropy is a core part of their legacy. Wealth is more than just about passing financial assets to future generations, it’s also about passing important values from generation to generation through giving back to society and community.

A dedicated family philanthropy strategy brings generations together, uniting them in the family’s common cause.

A family philanthropy strategy can be helpful for tax planning through the use of unique financial vehicles that benefit a Philanthropic Family, their cause of choice, and the community.

BUILDING A FOUNDATION OF STRENGTH AND SERVICE

Families can achieve great advantage when taking an integrated approach to managing their investment and philanthropic activities.

These efforts are inexorably intertwined and work more efficiently when managed on a coordinated basis.

This integration creates a strong foundation of shared knowledge between service professionals, providing a Philanthropic Family with an optimized, efficient, and cost-effective result.