“The only wealth which you will keep forever is the wealth you have given away”

-Marcus Aurelius

Money, by itself, has no intrinsic value. It is simply a medium of exchange. Your purpose and what you want to accomplish with your wealth is what matters. For many of our clients, charitable giving is an important part of their overall financial picture.

We assist our clients in developing charitable giving strategies that accomplish many of the following:

More tax efficient, which means more of your money can go to the charity and you realize greater tax benefits.
More long-lasting and sustainable giving throughout your life and even through succeeding generations.
Encourage greater charitable involvement among children & even grandchildren.