Family
Philanthropic Planning
Lifetime giving strategy using donor-advised funds, community foundations, and private foundations, led in-house by a Chartered Advisor in Philanthropy®.
What this includes
- Donor-advised fund strategy
- Appreciated-asset gifting
- Community foundation relationships
- Private foundation coordination
- Multi-generational giving plans
Who leads this work
Douglas W. Tees — MBA, CFP®, CAP®
This is the one discipline the firm can offer because of a specific person. Douglas Tees holds the Chartered Advisor in Philanthropy® designation, and that is what lets giving be treated as a planning discipline rather than a year-end transaction.
Read Douglas’s full profileRelated services
Family Governance
A documented multi-step process producing a family narrative, mission statement, and constitution, plus the meeting rhythm that keeps them in use.
Next-Generation Education
Financial education for adult children and grandchildren, so inheritance arrives with the judgment to handle it rather than only the balance.