Services

Leaving a Legacy

The well-known saying “What we do for ourselves dies with us; what we do for others and the world remains and is immortal” powerfully illustrates the defining characteristics of a legacy. We are passionate about philanthropy and feel a calling to help clients make a difference.

Proper philanthropic planning allows clients to maximize the personal and community impact of charitable dollars. We work with our clients to develop a plan designed to help make the most impact on their most passionate issues. Through considerations of tax and charitable vehicles that most effectively and efficiently accomplish the mandate, we help achieve this vision.

We currently oversee over $100 million in endowed charitable assets and take pride in the millions of dollars that our clients have given to thousands of organizations over the years.