Many families foster a philanthropic mission that often runs through the generations. Brown and Company work with clients to develop a strategy that incorporates their philanthropic visions into their wealth planning.
We help you and your family formulate your values and goals. Then we incorporate these as well as your charitable interests into a cohesive strategic plan. After you determine the causes you want to support, we help you find the organizations and/or project that best meet your desires and will likely achieve the outcomes you want.
The final step – and perhaps the most important – is the integration of your charitable giving goals into your broader financial and tax strategies. We look at charities that have enhanced tax benefits that further reduce not only estate tax but income taxes as well. Brown and Company regularly reviews the philanthropic portion of your plan and recommends adjustments, if necessary, as markets and life events change.