Master Philanthrophic Planning

Building Upon Your Legacy

In philanthropy, the social return that giving creates accrues to society at large and not just to the individual client. Just as a traditional One Advocate Group client might ask for assistance in evaluating a mortgage or learning more about alternative investments, philanthropic clients’ needs are not limited to the management of their investment portfolio. The solutions for this type of planning originate from five specific initiatives:

One Eliminate Taxes

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