Multigenerational families usually create a written giving policy statement that records the family’s mission, the causes it supports, and how decisions get made. From there, families decide how the next generation participates, whether through participation in grant discussions, a discretionary allocation, or eventual responsibility for the structure itself. We coordinate the plan with your estate documents so that the giving your family does now and the giving that continues in the future are consistent.
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.
