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Wealth Management

Philanthropic Advising Services

At Arnerich Massena, philanthropy is a fundamental component of our corporate philosophy and vision. We share this passion with our clients by providing guidance tailored to help you build and implement a unique philanthropic strategy.

Whether you want to become a more educated and involved donor, develop a family legacy of giving, engage with non-profits on the cutting edge of philanthropy, or implement a customized plan to give away larger sums of money, our team will be your partner and guide throughout your philanthropic journey.

The cornerstone of our philanthropic advising service is helping you shape your legacy and define the impact you want to create. To achieve this aim, our multi-step process involves a deep exploration of your personal motivations for giving, to help answer the following questions:

  • What issues matter most to me?
  • How do I think change will happen?
  • What do I want to achieve through philanthropy?
  • How will I include family members in my giving journey?
  • How can I determine if my giving is making a difference?

We also work with you to identify the when and how of giving, coordinating with your accountant and estate planning attorney to plan for tax-efficient gifting both during life and at death.

To learn more about our philanthropic advising services, contact philanthropic advisor Katherine Fox at kfox@am-a.com or 503.239.0475.