We work with highly successful families, their advisors and non-profits to ignite WEALTH IMPACT.
We are wealth optimizers and planned giving experts not wealth managers.
This is how we choose to make our impact.
HIGHLY SUCCESSFUL FAMILIES / HIGH IMPACT DONORS
- Who are goal and purpose-driven
- Who want to remain in control of their assets
- Who want to secure their financial future
- Who want to clarify inheritance goals and concerns for children and grandchildren
- Who want to maximize their contributions and the impact on their community
- Who want to transform estate taxes into philanthropy
NON-PROFITS, FOUNDATIONS AND INSTITUTIONS:
- Who want to increase their donor network and most importantly, who want to expand donor gift size and impact
PROFESSIONAL ADVISORS
- Lawyers, accountants, financial advisors, wealth managers and bankers
- We collaborate with family’s advisors to help create the best possible result. Frequently, we introduce charitable gifting strategies that raise the bar by giving.
How Can We Serve You?
- CONTACT US TODAY, SCHEDULE A REVIEW AT NO COST
- CALL 612-922-3113