It pays to give

A changing financial landscape and a global pandemic have led wealthy individuals and families to review purpose and succession.

And in this regard, philanthropy is largely on the rise.

There are many ways to make your mark on the world and leave a positive legacy behind. And although you have initial ideas, you may not yet be sure which projects or causes you would like to support. Or what’s close to your heart?

Maybe you hope to make a difference in your community or take a broader ESG (environmental, social, corporate governance) approach, say, by making grants to organizations fighting climate change or for human rights. The possibilities are vast. Philanthropy is about positive change.

Whatever the case, getting to know you and understanding your drivers will help us to help you achieve these goals. And at the same time allows us to learn about what matters most to you.

You wish to ensure that any charities or foundations you donate to are trustworthy and that you can monitor the impact of your donation.

We take time to understand your charitable goals and philanthropy plan to maximize your impact in supporting the organizations you care about without negatively impacting your financial well-being or future generational wealth.

Contact us today

Let’s discuss your specific needs and how I can help you meet your objectives