How to engage in meaningful philanthropy …
Surprisingly, advisors to affluent clients hesitate to give advice about philanthropy. Why?

  • Avoiding intrusion on these very personal and moral decisions.
  • Assuming that philanthropy is last among priorities.
  • Mistaking a charity’s gain as the heirs’ loss.
  • Focusing on the tax and technical side instead of their clients’ intentions.

That’s not our story. We know successful entrepreneurs and affluent families want to give back. They are passionate about causes. They expect their personal success to create a positive impact on the world. If this describes you, we are ready to help you through the philanthropic landscape, where you can make decisions that will make a better world.

“Philanthropy is nothing more or less than putting your own gratitude into action. That means your philanthropy should follow your philosophy, but also remember that a donation is worth more, the more you also donate your time.”

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