Start with what you’re living with.

Business owners before a sale

to reduce the tax cost of a pending business sale through charitable giving

Ultra-high-net-worth families

a coordinated, multigenerational charitable strategy

Concentrated public-stock holders

to diversify a concentrated position without triggering capital gains tax

Family office principals

to integrate charitable strategy into overall wealth and estate planning

Founders before a liquidity event

to structure a charitable gift before a sale, acquisition or IPO closes

Legacy-minded families

to pass down both wealth and philanthropic values to the next generation