Build a long-term plan that fulfills your philanthropic vision
A historic transfer of wealth is occurring as Baby Boomers plan their legacies. We will help you craft a charitable estate that fulfills your goals and is managed with care and precision. We will collaborate with family members, attorneys, and financial advisors to help plan and oversee the distribution of your assets in alignment with your wishes. We can serve as a charitable trustee or personal representative, providing full-service support for seamless estate administration.
How We Can Help
- Document your philanthropic priorities for future generations
- Partner with your financial and legal advisors to ensure your legacy is secured
- Explore the right charitable vehicles for your estate, from foundations to donor advised funds to trusts
- Design charitable bequests and identify opportunities for planned giving
- Serve as executor of your charitable estate
Flexible Tools and Strategy
With decades of collective experience working with high-net wealth donors we can create estate plans that leverage a wide array of structures and complement a diverse mix of giving strategies. Also, our nonprofit arm, the Phīla Venture Fund, can serve as the charitable beneficiary of many different types of assets, from cash and stock to art collections, investment funds, DAFs, and even retirement accounts and annuities.
Multi-Generational Philanthropy
Phila is poised to be the philanthropic advisory of choice for high-net-wealth Next Gen inheritors and their families who are ready for change. Next Gen inheritors are highly engaged in philanthropy and many want to give more, give faster, and disrupt the status quo. We are culturally competent advisors with expertise in social change and have a deep understanding of the needs of Next Gen donors.
Managing Complex Assets
Finding a buyer for complex assets such as venture capital funds or impact investment funds is tricky. We have collaborating partners who can help sell assets at an appropriate valuation and maximize the amount that will be put to social good. While wealth managers are highly skilled at managing and stewarding complex assets, we specialize in helping clients translate those assets into impactful giving strategies grounded in social justice values.
Holistic Planning
We believe the relationships we develop are genuine partnerships and we see the through-lines of connectivity between people, organizations, and ideas. We work closely with estate attorneys, financial planners, and tax advisors to serve families who wish to deepen or sustain their philanthropic commitments. We offer strategic advice that is integrated into your overall estate and financial plans once you’ve established your objectives.
Making the world a better place with humility, clarity, and compassion
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We empower our clients to be activists for the causes and issues they believe in by employing not just their treasure, but also their talent, time, and ties
“WE DID IT. With your guidance and knowledge I feel so happy with our decisions. We can make a difference with the Trust’s generosity—their work and spirit will live on! I truly value your expertise and friendship throughout this process.”
“Thank you so much for helping us make progress on our philanthropy and legacy planning business. You are a rock star!”
WE DID IT. The family has an amazing legacy thanks to your guidance, skill, and care. Doing this work with you has given me great joy. With your guidance and knowledge, I feel so happy with our decisions. We can make a difference with the Trust’s generosity their work and spirit will live on! I truly value your expertise and friendship throughout this process.
