Services
Philanthropy & Charitable Giving
Charitable Planning
Creating impactful giving strategies aligned with your values.
We help you identify philanthropic causes that resonate with your values and goals. Our team then develops a strategic giving plan that maximizes the impact of your contributions while providing tax benefits. This may include establishing donor-advised funds, charitable trusts, and private foundations.
Foundation Management
Establishing and managing private family foundations.
We guide you through creating a private foundation, including governance structure and initial funding. Our team provides ongoing management services, such as grantmaking, compliance, and reporting. We help you develop a strategic plan for your foundation that aligns with your philanthropic goals.
Donor-Advised Funds
Facilitating efficient and flexible charitable contributions.
We assist you in setting up and managing donor-advised funds (DAFs), which offer a flexible and tax-efficient way to support charitable causes. Our team helps you select a sponsoring organization and establish a fund. We guide you in contributing to the fund and selecting charities to receive grants.