Our process around philanthropic planning is tailored to each family and typically begins with a four-pronged discovery process to:
Coordinate a philanthropic survey to refine the causes and organizations you wish to support, develop grant guidelines, and adopt the optimal giving strategies.
Review the attributes of the available charitable vehicles, through the different lenses of taxes, control and cash flow to identify the best approach for you.
Implement a grant review process to ensure that your philanthropic initiatives are accomplishing your stated objectives.
We help explore the ‘Why’ behind your charitable desires, work with you to develop your philanthropic goals and collaborate to ensure your planning delivers the positive impact you want.Steven SchwartzDirector, Houston and Family Wealth Strategist Get to know our team
Getting started is easy. Set a time to talk.Let’s Talk