Services

Here are a few examples of how I might help:

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If you are the beneficiary of a trust or have a family foundation, where the assets are professionally managed I will do my very best to make sure that the investments are always aligned with your need for income as well as safely growing the base.

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This will include coordinating with your
attorney, accountant, investment advisor, and banker, to ensure all are well informed, so that that the outcome is an easier and less time-consuming experience for you.

Also, I will vet and monitor potential donor recipients to ensure that these organizations are the “right choice” for your gifts.

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This can include having me take a closer look at their “financials,” and conducting onsite visits.

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Finally, I can arrange for valuations and possible venues for sales of your private security holdings.

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Put simply,

When working with the family trust and your professional team, we will do our best to save you time and stress; and, if we are vetting potential donor recipients for the foundation, we will help you get the maximum “bang” out of your charitable dollars.

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