Foundations, Endowments, Wealthy Families
Our hands-on experience in managing and administering investable assets enables us to offer practical solutions. We can assist in structuring trusts and estates to support donor contributions through charitable remainder trusts, charitable gift annuities, charitable lead trusts, and donor advised funds. We can also support ongoing charitable efforts with direct contributions to relevant organizations .
We handle the distribution process from investment account based on specific donor instructions.
We support our client’s stewardship of caring and compassion, and work with their attorneys and estate representatives to follow through on their intentions.
