private wealth

Establishing a Philanthropic Plan for Future Generations

private wealth management
Jane Monroe and her husband built a successful life with a loving family and financial security. She desired a better world for her sons and grandchildren and wanted to contribute to their well-being even after she was gone. Her goal was to find the right philanthropic tool that will serve her family for generations.

The Challenges

Looking Beyond Tax Implications

Jane spent countless hours researching philanthropic giving, but as an accountant, she struggled to see beyond tax benefits and ramifications. Lack of success in her research meant she wasn’t making critical decisions on their legacy. 

She needed to understand:

  • What gifting options are available
  • How the money impacts future generations
  • How her sons could continue donor-advised funds

Jane and her husband discovered they needed to speak with a professional and opted to meet with the team from Private Wealth.

The Solution

Creating an Impactful Gift

The Private Wealth team had several specialists to help manage their gift, but more importantly, they were dedicated to serving her cause to meet specific goals in the long term. 

Working with Jane and her husband, the team helped create a plan for her legacy using the Private Wealth Approach.

  1. Understanding Objectives and Goals
  2. Delivering Solutions
  3. Executing a Giving Plan

Private Wealth handled all planning and legal documentation to ensure Jane’s legacy continues into the future, as well as worked directly with the non-profit organizations and legal teams necessary to plan and implement Jane’s funds.

The Results

Education and Understanding

Private Wealth presented Jane with a detailed plan that included long-term parameters and management of legal documentation and taxes relating to charitable work. 

Now, she has a clear understanding of how their legacy will be remembered and knows she can partner with the Private Wealth team to create a lasting impact in her community.


Private Wealth can help your family maximize your philanthropic impact to the causes closest to your heart. Meet with a Founder to discover more giving options.


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