Family Education and Charitable Gifting

Mitigating taxes, providing governance structures and ensuring that future family generations understand and take an active role in the responsibility of wealth management is critical to many families. Providing educational opportunities through: family meetings, structured family agendas, coaching, conferences, reference materials, white papers, books or periodicals and third party instruction is an important function of a multi-family office. In addition, making and managing charitable gifting is often a priority for many people. Deciding to create a family foundation or trust is often more than an astute tax strategy. Frequently it is a reflection of your family's commitment to promote shared values and good works.


Services




Estate Planning


  • Estate Plan Analysis
  • Estate Plan Structuring
  • Advice on legal Counsel Retention
  • Terminal Wealth Strategies
  • Retirement Planning
  • Estate Tax Compliance
  • Wealth Transfer Planning
  • Long Term Car Analysis
  • Life Insurance Administration
  • Home, Auto Insurance Review
  • Family and Charitable Gifting
  • Family Limited Partnerships
  • Trust Planning and Administration
  • Survivor/Beneficiary representation
  • Estate Meeting Facilitation
  • Charitable Gifting
  • Crummey Trust Notification

Family Education


  • Office Management Structure
  • Family Governance
  • Family Meeting Facilitation
  • Cost and Benefits Analysis
  • Advice on Intra Family Gifting
  • Progress Agenda Management
  • Education and Training
  • Coaching
  • Third Party Referral Services

Charitable Gifting


  • Drafting Mission Statement, Purpose and focus
  • Coordinate Philanthropic Activities
  • Advice on Foundation Structure
  • Written Gift Guidelines
  • Chartable Records Administration
  • Accounting/Bookkeeping
  • Financial Ledger
  • Tracking Pledge Payments
  • Screen and Sort Requests
  • Provide Further Due Diligence on Applicants
  • Filing Tax Returns
  • Act As Secretary for Foundation
  • Maintain Good Standing with Reporting Agencies
  • Foundation Investment Management
  • Monitoring Required Minimum Distributions
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