THE DIGITAL DIVIDE
Kennedy, Googenheim, Trump, Getty and Bill & Melinda Gates are a few of the names when we think of Charitable Foundations focused on good. For the rest of us, Charitable Gift Annuities, Pooled Income Funds, Charitable Remainder Unitrusts and Annuity Trusts and a number of other split interest programs give unusual way to support the causes in which we believe. If you’re like us, you have unique problems, and you wanted the most talented people available to help you deal with the complexity, rather than to just smooth them away and ignore it by sweeping them under the rug. You also have complicated opportunities and risks, most of which main stream commercial institutions will never have time, motivation or resources to address.
We try to enable you to define and mitigate financial risks in only the way the professionals such as you are capable of understanding.
“When it comes to risk, do it your way”.