Philanthropic Advice

Sitting in the plush conference room in a New York office suite overlooking Central Park , the director of the family office glanced down at his notes, then up briefly, staring past the millions of dollars of art on the walls. The family had a multitude of financial and legal advisors. What more could Thornewood Advisors' philanthropy services offer? Then, suddenly, the director broke the silence and locked eyes with me. "Look", he said pointedly. "This is where we need help. We can get our arms around the tax implications of giving, but we urgently need to have someone help us make sure that we are making the right giving choices."

The foregoing is in our experience a typical scenario it is a fictitious story used to illustrate. Thornewood's role in assisting the client in implementing this strategy is to be part of a team of other professionals necessary to fully implement this strategy.

In a recent study of high net worth clients and their advisors, Prince and associates discovered that while only 1.8% of advisors considered this topic important, 34.8% of the affluent client audience identified the topic as important. If it is important to you, it is important to us. Thornewood Advisors can help you make the correct choices for your giving whether you are affluent or financially normal. Contact us and let us help you make the right giving choices.

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