- Tax efficient funding of charitable gifts
- Charitable Lead Trust planning and administration
- Charitable Remainder Trust planning and administration
- Private foundation planning and administration
- Donor advised funds
For our clients whose goals includes supporting charitable causes, we can help integrate these desires into your overall financial plan. Our professionals help you navigate and develop advanced charitable gifting strategies that are closely coordinated with your goals.
Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.