Philanthropy & Gifting Enjoy the gift of giving

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.

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  • 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

Professionals

James V. Petitpren, II
Executive Private Wealth Advisor & Chief Investment Officer

Luke M. Schillo
Director of Planning and Portfolios

Alexandra A. Coquoz
Private Wealth Analyst

Frank L. Washelesky, CPA, JD, CVA, PFS
Chief Compliance Officer

Steven H. Lewis
Financial Advisor

James Pellino, CPA
Chief Operating Officer

Philanthropy & Gifting

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Firms News

06.08.20

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.

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Forward Thinking
Forward Thinking