Through a comprehensive philanthropic plan, you can support causes that you believe in, promote family values and social responsibility, and leverage the tax-deductible nature of charitable gifts. Once you've identified your philanthropic goals, we can advise on the different tax benefits of several strategies:
Our planning team can help you determine which assets would be most appropriate to gift based on your specific goals and financial plan ? including securities, real estate, art, and other valuable collections. We can also assist in helping to educate and include younger family members in the decision-making process.