Strategic philanthropy starts with the desire to give to others. But it leads to countless questions about trust options, tax implications, timelines and personal involvement. We help your client make the right philanthropic choices and efficiently manage the results.

Preserving Your Family Legacy With Strategic Philanthropy

Avery Tucker Fontaine

We'll show you how establishing a strategic, flexible and functional approach to philanthropy can help ensure long-term family unity and legacy preservation.

Teaching Responsibility Through Family Philanthropy

Giving as a family provides a unique opportunity to teach your children important life skills that will not only enhance their knowledge, but also their character.