Foundations

Making and managing charitable giving is an important priority for many affluent clients. Deciding to create a private foundation, trust or other entity is often more than an astute tax strategy. Frequently it reflects a personal commitment to promote values and good work.

Anchin Wealth Management LLC can help you evaluate and implement a focused charitable strategy. Services include:

• Advice of entity structure.
• Record keeping and management
• Gift administration
• Family foundation administration
• Planning advice for Multi-Generational Philanthropic objectives
• Provide due diligence on various charities
• Family education