As more clients and their families become involved in supporting charities, they look increasingly to us for guidance. Charitable giving can be an important part of your comprehensive Private Wealth Management strategy. We can help you create your charitable giving plan to share your wealth most effectively. We can help you:

  • Choose specific giving options, such as a donor-advised fund
  • Identify tax savings through giving
  • Develop a long-term strategic approach to charitable giving to build your legacy and encourage philanthropy across future generations

A carefully constructed giving plan can benefit both you and the causes you care about.