This is what inspires you.

This is where your goals and your means to achieve them meet.

You have a vision, and we’re honored to work with you, creating a meaningful philanthropic plan that fulfils it. To achieve that, we guide you in selecting the optimum assets and the correct timing for charitable giving that truly reflects your values and intentions.

The relationship between benefactors and charitable organizations is always unique, and we appreciate its importance. We bring you an understanding of the many complex issues that will influence your decisions: long-term financial goals, current income needs, taxation, specialized investment management, and many more.

We are inspired by the opportunity to help you give back.

Proximity services include:

Investment management expertise

Income distributions to donors and their beneficiaries

Taxation

Planned giving

Strategic asset allocation

Estate planning

Asset repositioning

Foundations

Start the conversation. Click here to request an appointment.