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