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:
November 7th. 7:30 a.m. at Tamar Fink

FOR MORE INFORMATION

Transferring Values Through Transferring Wealth

A common concern of my clients is how to transfer
their VALUES in the process of transferring their WEALTH

Nevertheless, this mindset misses the unique opportunities that the wealth can afford. It is not the wealth that is the problem but under what circumstances and with what conditions it is given.

This, of course, is a big deal and one that a well crafted estate plan cannot accomplish alone.

Transferring Values Through Transferring Wealth
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