Philanthropic
Philanthropy is a way that some of the wealth created by a family can be used to fulfill the values and wishes of the family. In addition, it can be the catalyst to ensure the successful transition of wealth from one generation to the next.
What's Involved
- Creating a plan to identify and implement charitable intentions while ensuring plans are followed through
- Establishing of charitable foundations
- Working with existing foundations where applicable
- Use insurance to enhance or create philanthropic wishes
