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Advisor Blog
Case study: Charitable Giving in a Down Market
April 1, 2026
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately […]
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Advisor Blog
Transferring a Private Foundation? Remind Clients to Communicate
April 1, 2026
As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began […]
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Dual strategies for different donors
Advisor Blog
Serving Charitable Clients: Dual Strategies Emerge
April 1, 2026
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one […]
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Advisor Blog
Case Study: Business Owners Exit With a Family Legacy
March 3, 2026
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may be a role for strategic […]
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