Throughout my years as an adviser, one distinct thread running through family stories has been the practice of generosity. I’ve found that the way a family approaches charitable giving showcases its financial, personal and intellectual wealth and can truly define the family life story. This single aspect of a client’s planning can provide for connection and growth unlike any other.

Working with clients across generations on an intentional charitable plan involves having deep conversations about what money truly means to them and how to use it effectively. These discussions also forge new relationships with clients, and connect them with centers of influence and strategic partners. Finally, they allow clients to execute planning strategies that will endure for lifetimes.

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