Professional Advisors

As a professional advisor, you build your client relationships on informed service, trust and mutual respect. The same is true for our relationships with our friends and donors.

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We understand that financial, philanthropic and estate goals are unique to each individual. For this reason, we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate planning. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

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Please feel free to contact us directly for information or assistance on a confidential basis.