It’s never too early—or too late—to consider your family’s legacy and craft a vision for future generations. And for many families, it’s far more complex than a transfer of wealth. Families often want to hand down values and a sense of where they came from, ensuring they’ll have a positive impact far into the future.
Strategic philanthropy is a key part of advanced tax planning and passing the family “values with your valuables” to the next generation. As you navigate the challenges and questions around allocating resources in alignment with your family’s values and philanthropic interests, we can provide guidance and tools to forge a path for generations to come.
As your strategic partner, we’ll take into account your existing financial and estate planning efforts as we explore:
- Defining your family mission, vision, and values
- Building understanding and communication among family members
- Creating an impact for generations through your family philanthropy