e recognize that many of our Private Clients have philanthropic or legacy needs that fit their goals. We work with our clients to provide solutions that fit these goals, and then work to implement and assess the planning over time.
Our clients are interested in philanthropy primarily because of the good they can do for others. But once they have decided to pursue a particular charitable goal, they want to achieve that goal in the most tax efficient manner. We help clients establish and administer private foundations, structure tax efficient gifts to private foundations and public charities, and utilize forms of charitable giving that accomplish transfer tax savings as well as philanthropic goals.
Many of our clients are also concerned with succession planning and the transition of control of family assets, and we work with our clients to establish the best structures to accomplish these objectives. The structures used include family partnerships and limited liability companies, and various types of trust arrangements.