WHAT IS WEALTH IMPACT?

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.

I Want 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

CHARITABLE ADVISORY NETWORK (CAN)
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. Board members are welcome.

Next CAN Meeting:
Coming Soon

FOR MORE INFORMATION

11 High-Impact Planned Giving Tips
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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.