We help wealthy people see their wealth in new and empowering ways. We help people gain confidence from knowing, to a reasonable degree of certainty, how much money they will need to ensure life-long financial independence. We also help them establish appropriate inheritances for their loved ones and quantify how much it would cost to provide for their children as they desire.

Once we calculate the amount of money needed to provide for themselves and their loved ones, we witness the moment at which many wealthy people recognize that they have far more money than they or their children will ever need. This realization naturally leads to the next question:
What do I do with all that extra money?

We begin to appreciate the limitless possibilities that the flip side of the oft-quoted phrase, “You can’t take it with you,” might hold. “If I can’t take it with me, then what can I do with my wealth?”

Wealthy people are usually driven, successful people who find excitement in rising to the challenge of how best to use the wealth they have accumulated. They appreciate that money is a tool that can be used to achieve a number of exciting goals:

• Express your values: Philanthropy allows you to express your values in a tangible way that cannot be replicated by other means. For instance, you may choose to express your values by creating a scholarship fund at your alma mater or by contributing to causes that you care about.
• Pass on your values: You can use philanthropy to impart your values to your children or grandchildren. Your children learn your values by the examples you set. By discussing why you choose to give money to charity and how you choose one charity over another, you can educate your children about the value of philanthropy and about your unique values.
• Give the gift of influence: Exercise your right to vote with your wallet, along with the opportunity to meet and network with like-minded people.
• Enjoy a sense of immortality: Charitable giving often takes on a life of its own, giving you a feeling of immortality. Through a foundation or donor-advised account, your children can be given the opportunity to decide how and where to donate money, thereby allowing them an opportunity to express their values and build valuable relationships as well.
• Create family bonds:
  Creating a private foundation helps you reach across time to keep your family together and to tell your descendants who you are and what you consider important.
• Honor your fathers and mothers: We can use your charitable dollars to commemorate those you love, through scholarships, funding of community programs, or other forms of giving in their honor.
• Put your talents to good use: Working for a beloved cause is an excellent way for retirees to find creative ways to put their time, talents and money to productive use.
• Make yourself happy: Research suggests that happiness stems from
• Doing things that bring you pleasure.
• Having in-depth engagement with family, work, romance or hobbies.
• Using personal strengths for some larger purpose.

 

• Charitable Giving: Use your personal strengths to serve a larger end, and when you contribute your time and talents in addition to money, you can expand the depth of your involvement and make your gift more meaningful.