Where Experts Go For Expertise

As high-net-worth individuals strive to make their passion for changing the world a reality through charitable giving, they need help from the professionals they trust.

Foundation Planning Guide

Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.

Selling A Major Business Asset

Read three case studies to help financial advisors understand the potential opportunity to help their clients achieve their philanthropic objectives when selling a family business