Setting up a trust or charitable foundation depends on your financial goals and philanthropic vision. A private family foundation offers control over donations and fosters family involvement but requires ongoing management. A donor-advised fund (DAF) provides tax benefits with less administrative burden. Trusts can also help secure generational wealth while supporting charitable giving, but may require additional administration and cost. A financial advisor can help you determine the best possible vehicle for your philanthropic goals.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
