Our clients are individuals, families and businesses.
Some have significant financial fortunes. Others are working to build their fortunes. The scope and scale may vary, but at the core, they are all seeking the same outcome: enjoying the experience of knowing that their charitable giving is effective and supporting areas they care about.
Individuals and Families
Wealth creates opportunity. And with it also comes great responsibility. We help our clients answer questions, such as:
- How do figure out what to focus on with my charitable giving?
- How much should I give?
- How do I know which organizations will create the greatest impact with my support?
- How do I help my kids learn about themselves through charitable giving?
- How do I raise my children with a strong work ethic in the context of our wealth?
- How do I make sure my family is responsible with our wealth?
At Forbes Legacy Advisors, our role is to help you answer these questions within the unique context of your family, your values and priorities and the causes you find important.
We work with individuals and families of all sizes with services that are tailored specifically to your needs. Let us help you maximize the opportunity that your wealth provides to positively impact the world.
Click here to learn more about the specific services we offer individuals and families.
Businesses
Corporate giving is an extension of your brand. It’s a way to bring your values and beliefs to life while also building your brand. We will help you clarify what you care about and establish a process for making funding decisions and communicating the impact of your giving.
Establishing a strong corporate giving platform is not only the right thing to do, it’s the SMART thing to do. It will have implications for sales, employee recruitment and retention, partnership development, corporate reputation, and client perception. All these elements contribute to your brand and have broad-reaching impact on the value of the business.
We will help you establish a clear giving platform by understanding what you care about, what business you’re in and the communities you serve. We find common themes and weave them together into an overall strategy that supports your business. We then help you tell the story of your giving and the impact you create. Our goal is to increase the value of your business while also maximizing the return of your giving.
To learn more about our services, click on this link.