Philanthropic Strategy

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Personal relationships.

“Because our clients’ lives are ever-changing, we stay in close touch and make sure their investment portfolios reflect their evolving circumstances.”

Drew Schneller, CFA
Portfolio Manager

Your Philanthropic Goals & Objectives


Your wealth provides the opportunity to make an impact on charitable causes that play an important role in your life. Thoughtfully planned philanthropy can help a family support favorite charities while creating financial and tax benefits.

We assist you in implementing your vision for charitable giving, and create a strategy using an array of vehicles to achieve your goals.

Examples of strategies we have employed for charitable giving include family foundations, donor advised funds, charitable lead annuity trusts (CLATs) and charitable remainder unitrusts (CRUTs).