Charitable Planning
Philanthropy is often at the heart of a family’s legacy. Whether through private foundations, charitable trusts, or planned giving programs, families want to make a lasting impact while aligning their charitable work with broader wealth and succession goals.
Attorneys
We counsel families and family offices on structuring charitable vehicles that maximize both tax efficiency and long-term effectiveness. Our work includes establishing and managing foundations, designing charitable remainder and lead trusts, and advising on governance and compliance for philanthropic entities. We also help integrate charitable planning with overall estate and tax strategies, so that giving reflects not only a family’s values but also its financial and generational priorities.