Planned Giving
For Affluent Families
Engage an UNBIASED™ Advisor to clarify your planned giving.
Crafting Your Legacy Through Strategic Philanthropy
57% of ultra-high net worth families participate in philanthropy and legacy gift-giving globally. Philanthropy is the second-highest interest next to business within your peer group. The top causes supported include education, social services, health, the arts, culture, and humanities. Planned giving is an essential aspect of financial planning.
THE CHALLENGE
As with most forms of financial planning, the most important part of the process is clarifying your wishes and intent. The mechanics of the process are much easier to implement, once you know what you want to accomplish. Once your goals are clear, the focus shifts to creating the biggest impact. You accomplish this by structuring your giving as efficiently as possible.
THE SOLUTION
The solution starts with you getting clear on the impact you wish to make over time. You have an opportunity to express your family values, your way. Generally, what people need is an unbiased conversation about how to factor philanthropy into their planning.
Everyone Has Different Objectives
The most frequent reasons people seek help include:
Clarifying Direction
Gain clarity and focus on your financial path through personalized guidance and strategic planning solutions.
Managing Risk
Mitigate potential threats to your financial security with expert risk management strategies tailored to your needs.
Reducing Complexity
Streamline your finances with effective solutions and proactive advice, freeing you to focus on what truly matters.
Creating Alignment
Align your financial goals with your values and aspirations, ensuring a harmonious approach to wealth management.
Planned Giving
Leave a lasting legacy and make a meaningful impact with strategic philanthropic planning tailored to your vision.
Contact us to discuss values, legacy, and philanthropy.
OR CALL US: (403) 671-1707
How We Help
By providing unbiased advice and direction through life’s transitions
