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To know the true value of
one's WEALTH,
is to understand the
IMPACT it can have.

 

 

 

 

WHAT IS WEALTH IMPACT?

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Wealth Impact is where WEALTH OPTIMIZATION and WEALTH PURPOSE unite.
Wealth Impact doesn't just happen; it takes comprehensive planning, creativity
and a collaborative effort to achieve WEALTH IMPACT.

HIGHLY SUCCESSFUL FAMILIES AND NON-PROFITS

We work with highly successful families, their advisors and non-profits to ignite WEALTH IMPACT.

We have a proven track record.

  • Assisting in creating charitable gifts approaching $1 billion
  • Leading in innovative charitable gifting strategies
  • Optimizing wealth of hundreds of highly successful families
  • Serving families and non-profits since 1986

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HOW TO IGNITE WEALTH IMPACT

11 High-Impact Planned Giving Tips
For Highly Successful Families

We work with highly successful families, their advisors and non-profits to ignite WEALTH IMPACT.
WEALTH IMPACT starts by understanding what your wealth can do for your family and your community, then structuring it to best optimize your wealth, gift giving and ultimately, your legacy.
Forward-thinking clients with high net worth, trust Tamar Fink to assist them with their needs.

11 High-Impact Planned Giving Tips
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CHARITABLE ADVISORY NETWORK
SPEAKER SERIES

Tamar Fink host live networking events where the philanthropic community, non-profits and their leadership can build their network, share ideas and learn from the experiences of community leaders.

FOR MORE INFORMATION


Disclosure: Securities offered through Lion Street Financial, LLC, Member FINRA & SIPC.  Investment Advisory Services offered through Family Wealth Counselors, a Registered Investment Advisor.  Lion Street Financial is not affiliated with Tamar Fink or Family Wealth Counselors.  Tamar Fink does not provide legal or tax advice. ► BrokerCheck

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly represented. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Tamar Fink at 612-922-3113.