At CCM, we understand our clients’ priorities: personal financial freedom is paramount, followed by the needs of heirs. Once these needs are met, the client may be open to addressing the needs of a community much larger than their family; that is, society as a whole. Philanthropic giving is about giving back to a community that has given so much to you. It is about leaving a positive imprint on the world - leaving it a bit better than you found it. Philanthropic giving can not only be well-intentioned and well-crafted, it can also be very tax efficient.

At CCM, we work hard to understand the complexities of balancing the competing needs of the clients, the immediate family and society at large. We have experience in developing, presenting and effecting philanthropic plans that include charitable remainder trusts, donor advised funds and foundations.

If wealth is truly understood as a tool to accomplish what is important to you in life, then perhaps a philanthropic component is an integral part of an overall financial plan.