FAMILY PHILANTHROPY & EDUCATION
Bringing your values and vision to life
For families interested in building a foundation for long-term financial wellbeing and achievement for many generations, our internal and external network of professionals will facilitate individual or family discussions on a range of topics, such as the fundamentals of sound wealth management, the meaning, possibilities and challenges of wealth, or the development of your personal philanthropic vision.
Philanthropic advisory services
Tenured investment and philanthropic specialists create a collaborative space for families to achieve their financial goals in line with core beliefs and values. We provide guidance to help you implement your giving strategies.
Family education and governance advisory services
Next-generation wealth owners can experience a wide range of opportunities and challenges associated with significant financial wealth, from learning the basics of finance to perpetuating and building upon the family legacy. We offer tailored educational and networking programs and provide specialized expertise to address your particular history, priorities and interests.
Wealth Advisory & Planning
Philanthropy is an integral part of the American DNA. Today, individual and family donations exceed corporate and foundation grants by a factor of four. Yet, despite their generosity, fewer than half of U.S. donors have a formal giving plan.