Wealth Impact

To achieve WEALTH IMPACT in your life, you need to achieve:

Wealth Optimization + Wealth Purpose = WEALTH IMPACT

WEALTH OPTIMIZATION WEALTH PURPOSE

WEALTH OPTIMIZATION:

Tamar Fink assists families uncover hidden opportunities to create and preserve wealth.

Tamar Fink has the creativity, technical expertise and decades of experience to help reveal undiscovered value. We can help define what matters to you and create a long-term plan to preserve it.

Tamar Fink assists their clients by:

  • Transforming lost estate tax dollars into charitable gifts
  • Revealing untapped wealth to pass on to their family
  • Multiplying the impact of their charitable gifts

WEALTH PURPOSE:

Each of us has a favorite charitable cause and many of us have a plan to give back. We all have the ability to make a significant difference but may not realize it.

Of the hundreds of highly successful families and non-profits that have engaged Tamar Fink, few know or have had the opportunity to embrace, the ability to “super-size” their gift to their non-profit of choice.

Since 1986, Tamar Fink has assisted high-capacity donors and their selected charities, to develop and implement highly effective and efficient planned giving strategies. Our results are approaching $1 billion in cash and planned gifts and we have only just begun to achieve what is possible to help non-profits fulfill their mission.

We follow our proven Charitable Gift Maximization Process for re-defining high-impact gifts. We challenge what is commonly accepted and deliver high-impact strategies for non-profits and their donors.

Wealth Impact is about making a more significant impact than most know is possible; it’s about leaving a lasting legacy in the world and for your family.

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