No matter how old your children are, integrating philanthropy into your family life can be an excellent way to pass on healthy attitudes about giving and helping others. We provide a full selection of philanthropic services. Our professional team of wealth advisors, portfolio managers and administrators can assist you with:
- Planning, implementation and ongoing administration
- Selecting the appropriate assets for gifting
- Integrating your gift with other charitable giving strategies
- Providing an alternative to staffing a family office to run your foundation
Foundations we manage:
Apply for a Grant