Strategic Philanthropy

Donor-advised funds are the fastest growing philanthropic tool today, accounting for more than 3 percent of all giving in the United States.

With more than 1 million non-profits in the U.S. alone, figuring out who to support and where your dollars will have the most impact can feel overwhelming.

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.

The school year has nearly ended, or may already have ended for your children. With summer comes the opportunity for quality time spent together. This may include vacations or family…

We recognize the importance to our clients of raising responsible children and communicating with them about money in healthy ways.