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OUR APPROACH

 


 

A legacy with lasting impact.

 

Significant wealth accumulation can create the opportunity to donate and give back to causes close to your heart. Philanthropic advisors can serve as a guide on how to use your wealth to make a positive impact on organizations you care about.

Our advisors work with you to design a long-term strategy that may significantly reduce your estate taxes and further the work of causes you support. We can structure your giving to enhance its value for the recipients, while generating tax advantages for you and your family. We can also manage all aspects of major gift administration.

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