Yes, if your family mission statement or wealth vision involves philanthropy. We’ve found that most families do prioritize charitable giving, as it fosters shared family values while providing tax benefits.
Tools like donor-advised funds, charitable trusts, and private foundations allow you to align your philanthropy with your values while creating lasting impact. These strategies also offer significant tax advantages, helping to reduce estate taxes and maximize the assets passed to heirs.
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.
