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 one function of our multi family office. In addition making and managing charitable gifting is a priority for many thoughtful clients. Deciding to create a family foundation or trust is often more than an astute tax strategy. Frequently it is a reflection of a family's commitment to promote shared values and good works.
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