Planned Giving

For Affluent Families

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 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.

Engage an UNBIASED™ Advisor to clarify your planned giving.

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.

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.

CONTACT US and we’ll lead you through a conversation about values, legacy, and philanthropic effectiveness.

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Clarifying
Direction

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Managing
Risk

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Reducing
Complexity

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Creating
Alignment

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Planned
Giving

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Managing Beyond
Your Portfolio

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By providing unbiased advice and direction through life’s transitions

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