Managing Your Legacy
Our personal, customized approach to your philanthropic goals and objectives ensures we can assist you with a comprehensive and impactful strategy to support your personal legacy in exactly the way you want.
At EKS&H, our philanthropic support services include:
- Defining personal mission statements
- Structuring unique gifts, including personal property, investments, real estate, closely held business interests, and collections
- Balancing multi-generational objectives
- Determining personal philanthropic objectives for both current and deferred giving, while balancing income and transfer tax strategies