LEGACY ROADMAP

Charitable services, namely, providing consultation and assistance in developing and implementing strategies for deploying financial, human, and community resources to achieve philanthropic impact on behalf of a charitable donor after they have passed away; overseeing the deployment of a client’s charitable resources after death in accordance with their plan and in alignment with their designated advisors and heirs; promoting public awareness of philanthropy and charitable giving; and providing information in the field of charitable initiatives and social impact projects.