Philanthropy

People’s involvement in charities and philanthropy is growing and the concept of living legacies is appealing to many in our community.

There are important elements that require careful consideration and in many cases expert advice. The aspects of:

• Taxation
• Investment management
• Trust structures
• Funding and estate planning

These are all components of philanthropy and charitable giving that WealthPartners as your comprehensive financial advisory firm can help by providing you with guidance, confidence along with steps and structure.