Listening leads to clarity and confidence

We believe that before we can address the solutions to a client’s issue, we must first identify their mission, vision, values, and goals. It is by spending time listening to our clients that we are able to put together a coherent, values-based plan which provides the clarity and confidence that allows our clients to move forward from the planning stage into action.

The members of our firm are very committed to helping our clients achieve their philanthropic goals. When a client wants to create a social legacy, we work closely with the non-profit to ensure the maximum impact of any planned gifts both on the mission of the non-profit and the tax and social legacy plan of the donor.