Our business clients are seldom just businesses – they are people, families, whose ultimate motivators often have as much to do with love, duty, and gratitude as with profit and loss. They are justly proud of their success, but the ability to provide for their spouses, children, and grandchildren – as well as the causes and institutions they support – anchors their pride.
The qualities that make our clients successful business leaders often make them community leaders as well. They devote time, as well as money, to an impressive range of charities, from universities and hospitals to churches and synagogues, arts organizations, and social service agencies. We advise them on using tax leverage to provide maximum benefit from their generosity, as well as to enhance their community and business profile. Charitable trusts, family foundations, and donor-advised funds can be powerful tools for doing good and for keeping control of the money one has earned, but they are subject to many technical rules that require careful attention to legal details.