Conservation Easements
Preserving open spaces through private conservation for a cleaner, healthier environment
Habitat | Wilderness |Fresh Water | Clean Air | Farming | Public Parks | Recreation | Providing for Future Generations
R&D Tax Credits
Government credits to incentivize all types of innovation
R&D Tax Credits
Government credits to incentivize all types of innovation
Alternative Wealth Management
Private Offerings Access
Charitable Giving Structures
Satisfy your philanthropic aspirations while maximizing tax benefits
Charitable Trusts
Charitable trusts allow donors to receive deductions for contributions of appreciated assets or cash.
Trusts may be structured to provide donors lifetime income derived from the proceeds of gifted assets, or a lump sum return of principal after allocating a series of income payments to a charitable trust recipient over a predetermined period of time.
Donor Advised Funds
A charitable investment account, used exclusively for the purpose of supporting charitable organizations.
Donations are made in the form of cash, securities or other assets with the potential for an immediate tax deduction. Funds may be invested for tax-free growth with grants being deployed over future periods to fund recipients.