Our philanthropic counseling is a unique and timely service that is targeted to individuals wishing to strengthen or refocus their giving strategy. A carefully structured plan can help preserve wealth while building a family legacy that could last for generations. With trillions expected to pass from one generation to the next in the coming decade, we are helping to minimize tax liabilities while building philanthropic family legacies.

Philanthropic counseling can help you develop an overview of giving that will focus your strategic interests and goals, including helping you to understand the tax advantages of an active giving program. Additionally, philanthropic counseling can be the link between you and the groups that reflect your interests and need your support. This service is tailored to your unique needs, with a range of assistance options from a one-time evaluation to a monthly review service.