Aligning Your Values With Your Legacy
Knowledge professionals guide and support families as they build well-rounded legacies that reflect their financial, philanthropic, and generational objectives.
An integrated approach
The many dimensions of wealth require an integrated approach. Your family may want to support a cause you believe in, educate the next generation about wealth-related responsibilities, or work to ensure that your values carry through in successive generations.
Our Goals-Based Wealth framework helps us understand what matters most to you. We leverage our investment strategy and advisory expertise to seamlessly integrate your philanthropic, legacy, and educational priorities into your overall wealth plan.
Winner: Philanthropy Advice
A Full Range of Services for Your Family
Uniting your family’s wealth management and charitable giving goals into a single strategy.
Philanthropic Advice
Building a long-term giving strategy that brings your values and philanthropic goals to life.
Philanthropic Foundation & Trust Administration
Simplifying the day-to-day details of your philanthropic giving strategies through organizational support, tax preparation, charitable trust administration, and more.
Legacy and Wealth Education
Tailoring educational materials for your family, we help build a general understanding of wealth and investment management or deeper knowledge of even more complex topics, such as how the next generation becomes the steward of your family’s values and legacy.
Simplify your Charitable Giving with a Donor-Advised Fund
Services and solutions to support your philanthropic, legacy, and educational goals:
- Private foundation advisory and administrative services
- Grantmaking
- Donor-advised fund
- Legacy and wealth education resources