Have you ever had a personal problem that impacted your work? Or a financial problem that impacted your estate? The areas of your life are not mutually exclusive. Why should your advisors be? We provide interdisciplinary insight and oversight.
The most fascinating part of our work is the stories — our clients' problems and the creative solutions we use to solve them. The client stories we highlight below are not uncommon, but the solutions we have developed are not widely used or known throughout the industry.
Several years ago, we saw a gap in our industry. Tax attorneys, financial planners, accountants and development officers needed resources. The few materials that were available were incomplete. Other tools were non-existent. So we created them. The website for professional advisors: CharitablePlanning.com.