Your Partners in Philanthropic Advising
We’re here to help you help your clients
As experts in philanthropy with in-depth knowledge of community issues, we work closely with advisors and their clients to make it easy to establish customized charitable funds and achieve their philanthropic goals.
We seek opportunities where philanthropic resources can make a difference. Whether you are looking to open a philanthropic fund for yourself or are hoping to leave a charitable or family legacy, we can help you achieve your philanthropic goals.