Complex Finances

Charitable giving. Family foundations. Trusts. It’s all so complicated.

Y

ou know what you want to do with your money. But you need help with the “how.”

Serious financial wealth can simplify your life, but it adds a layer of complexity. Creating and managing a plan for doing good or giving back—today and for future generations—takes considerable time and expertise.

It’s not unusual for our family clients, whether recently wealthy or with multi-generational wealth, to have a vision for what they want to accomplish. There’s often a keen sense of responsibility to ensure their assets are managed to deliver as much positive impact as possible in their neighborhood, community, or in the world.

Our tax and estate group will help you establish a trust for future generations, a family foundation, and sustainable, charitable giving plans. Your giving can be linked to specific people, causes, or organizations which can change as you wish. The tax rules and implications of these financial instruments can be complex, so having wealth experts on your side of the table is important.

We’ve also been asked to help educate the emerging generations—the kids and grandkids. It’s an opportunity to help instill in them both the skills and values that their family has deemed important when it comes to money.

Let’s Talk

Whether you have a specific question, or you’re interested in learning more about how our approach could be tailored to your situation, we’d be happy to hear from you. Please feel free to be in touch in whichever way works best for you.

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