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Separately Managed Accounts Program Alternative Investment AdviceIntegrated Tax and Estate PlanningRetirement Planning Trust and Custody ServicesPhilanthropy PlanningPrivate Lifestyle Services |
Philanthropy Planning
When clients have a strong desire to gift some of their assets to their favorite charity, our firm of professionals assists them by creating a tax effective strategy to make these gifts as effective and meaningful as possible. This may include an out right gift, family foundation, donor-advised fund, Charitable Remainder Trust (CRTs), or a Charitable Lead Trust (CLTs). In many situations, our clients will want our firm to manage and serve as the trustee over these charitable assets in order to insure compliance with their charitable objectives.
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