Charitable giving, handled with care, and woven into your client's overall plan.
Your clients increasingly want their wealth to reflect their values, and many now expect guidance on giving as part of thoughtful planning. In fact, a recent Fidelity study found about three in four high-net-worth investors want philanthropic guidance from their advisor.
Charitable strategy is specialized and time-intensive, and it's easy for giving to disconnect from the plan you've carefully built.
That's where the right partner makes all the difference. I handle the charitable side expertly and keep it fully coordinated with your work, so your clients get meaningful, well-structured giving.
Giving that's integrated, never siloed
Charitable vehicles like donor-advised funds, charitable trusts, and foundations work best when they're built into the broader financial picture rather than bolted on. I structure giving so it complements your client's overall plan — coordinated, tax-aware, and working in concert with everything you've put in place. Because philanthropy is also one of the most personal conversations a family can have, I help facilitate giving that reflects their shared values and brings the next generation into the room, keeping everyone engaged and aligned with you across the years.
And I manage the entire process — strategy, charity vetting, administration, and family coordination — as a seamless extension of your team, so your client gets dedicated philanthropic expertise, while you stay fully informed and involved.