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Family Philanthropy

We know that charitable desires are at the heart of many. Because of our connection with Waller and Mark, PC, we have been able to take a broader view of the philanthropic wishes of our clients. Waller and Mark PC is able to provide our clients with a variety of different structures from setting up Charitable Reminder Trusts, Donor Advised Funds, or Family Foundations.

We have repeatedly seen families grow closer as a result of their philanthropic efforts. Whether giving a little or a lot, we strongly suggest to our clients to involve all generations in charitable giving. Sometimes, younger children have a much different perspective on the world, creating new insights for the older family members.
Our job is not to influence your charitable organizations, but to help you manage those desires you currently possess.

Contact us today if you are interested in learning more about our Family Philanthropy services.

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