Our Charitable Giving and Philanthropy Services Include:
- Donor-Advised Funds
- Charitable Remainder Trusts
- Private Foundations
- Legacy Giving Plans
- Impact Investing
- Corporate Philanthropy
- Charitable Gift Planning
Your philanthropic journey is unique, and our experienced advisors are here to guide you through a personalized planning process. We work closely with you to understand your values, passions, and goals, tailoring a giving strategy that aligns with your vision.
We go beyond writing checks. Our team helps you strategize ways to maximize the impact of your charitable giving, whether gifting appreciated assets, direct donations, establishing a charitable foundation, or implementing other impactful giving vehicles.
We understand the importance of optimizing the financial benefits of your generosity. Our experts employ tax-efficient strategies to help you minimize tax implications, allowing you to contribute more to the causes you support.
From creating donor-advised funds to designing legacy giving plans, our suite of charitable solutions is comprehensive. We assist you in navigating the various options available, ensuring your philanthropic efforts align with your overall financial strategy.
To get started, simply reach out to us through our contact page or schedule a consultation. During the initial meeting, we'll discuss your financial goals, assess your current situation, and determine how our services can benefit you.
Atticus distinguishes itself through a commitment to personalized service, top tier technology, data focused recommendations, and a focus on building long-term relationships. We prioritize understanding your unique needs and clearly demonstrating how our strategies will help you achieve your financial objectives.
Atticus provides a range of services including investment management, financial planning, retirement planning, estate planning, and tax-efficient strategies. We work closely with our clients to create comprehensive wealth management plans deeply rooted in data.