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.
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:
TBD
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.
HOW TO GET STARTED WITH TAMAR FINK
- We're a
Highly Successful
Family
We want to optimize our
wealth and legacy. - We're a
Non-profit
Organization
We want to enhance and optimize gifts from
high-capacity donors. - I'm a
High-Capacity
Donor
I want to better understand and significantly increase my Wealth Impact to maximize
my charitable gift. - I'm a
Professional
Advisor
I want to inquire about adding value to my clients' lives, philanthropic interests and their communities.
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