Wealth Management Services
Making a difference to the causes that are important to you and your family is a significant part of your overall plan. Let us guide you on the philanthropic strategies that are designed to help benefit your favorite charity, your family, and your tax planning.
Save taxes while promoting family values
Developing a philanthropic plan helps to promote family values and social responsibility while leveraging the tax-deductible nature of charitable gifts. Our team offers guidance on the different benefits of a variety of strategies, including:
- Charitable trusts
- Outright gifts of appreciated securities
- Private/family foundations
Once the right strategy for your particular needs and goals is implemented, we can provide trustee, administrative, and investment management services for all types of charitable trusts and foundations.
Select the right assets to gift
Deciding what to give is just as important as determining how to give. We can advise on whether gifting cash, securities, real estate, art, and other valuable collections is right for your unique situation.
Services for Endowments and Foundations
In addition to helping families create philanthropic strategies, we provide full service advisory and investment management solutions for endowments and foundations. We understand the complex regulatory environment of the modern nonprofit, on both the federal and state levels. Our team of professionals carefully monitors the political factors affecting nonprofits and maintains a strong knowledge of today's fundraising trends and issues. Services include:
- Experience working with endowments, foundations, pensions, board designated funds, reserve funds, operating funds, sinking funds, captives, and others
- Considerable experience working with many leading institutions
- Customized, full service investment advisory solutions
- Robust roster of affiliated and non-affiliated managers
- Traditional and alternative investment offerings
- Philanthropic and planned giving expertise