Our Education Funding services help you develop effective strategies for saving and funding the education of your children and/or grandchildren. We incorporate many available techniques, taking into account your tax situation and available investment assets. We believe in the powerful legacy of education.

Our Charitable Giving services help you to clarify your philanthropic values and your family mission, and leverage well-designed and highly effective tax-efficient components to support your family’s intent, values, and worthy causes. Our experience includes evaluating alternative philanthropic planning structures, providing multigenerational advice and education, coordinating the establishment of charitable trusts, foundations, and donor-advised funds.

We accompany client organizations and their values on a shared journey of Service. Collectively we have over 50 years of experience in the Not-For-Profit arena as founders, executive management, staff, volunteers, and directors/trustees/officers of boards. We partner with you to: Bring alignment and cohesion to the relationship between your vision, mission and investments; Provide educational opportunities for staff and volunteers; Provide continuity of financial consciousness through personnel changes; Help align your operational cash flow with your organizational values; Help embed your principles in an Investment Policy Statement; Construct and manage your endowment and/or foundation assets.