We help donors and not-for-profit leaders make informed investment, legal and tax planning decisions regarding their charitable planned giving requests and goals. We work with portfolio managers, legal and accounting professionals, to ensure integrated advice that will effectively increase the impact of your giving.
For Individuals and Families
- Portfolio Manager Selection
- Portfolio Manager Screening
- Institutional Pricing
- Quarterly reporting
- Gifting through life and critical illness insurance
- Legal advice and strategies
- Setting up foundations
- Tax planning advice
- Personal tax preparation
- Financial literacy for recipient charities
For Corporations
- Portfolio Manager Selection and Screening
- Institutional Pricing and Quarterly reporting
- Gifting through life and critical illness insurance
- Legal advice and strategies
- Setting up non-profit entities
- Corporate tax planning advice
- Corporate tax preparation
- Financial literacy for recipient charities
For Not-for-Profits
- Portfolio Manager Selection and Screening
- Institutional Pricing and Quarterly reporting
- Structuring large donations
- Legal advice and strategies
- Financial literacy for donors
- Legal contracts and enforcing gifts
What make us different?
We listen and we wait for our turn to speak.
We are committed to establishing a relationship based on keeping promises, respecting boundaries, communicating and understanding what you want to accomplish in life.
We design and implement financial plans that integrate cash flow and debt management, insurance and investment planning, as well as retirement and estate planning.
Moreover, we will create a financial plan that coordinates the work of financial, banking, insurance, investment, accounting and legal professionals.
Check the About Us page for more details.
Getting Started:
Contact Jose Cid at 604 229 2332 or fill the contact form below.