Integrated Wealth Management
Philanthropy
Caring For Your Legacy
Carlson Capital Management develops and implements philanthropic plans that match our clients’ desires to make a difference and leave a legacy.
Integrative Planning to Share Your Wealth
Throughout our decades of care assisting clients with complex planning, including countless conversations advising clients on integrated wealth management, we have gained the insight that until all aspects of a client’s financial picture are fully integrated, most individuals and families do not confidently engage in philanthropy.
This is as true of a family with $5 million in investable assets as it is the person with $100,000. Sometimes even the most financially secure investors have fears about their financial future that restrain their giving activity. Because these investors have not fully planned, they accumulate resources in fear that they do not or will not have enough. Integrative planning helps to frame such fears, giving individuals and families the opportunity to explore how they might optimally deploy their wealth—and many have charitable interests in mind.
Unlocking Opportunities
An optimal integrated financial plan incorporates aspects of philanthropy, and likewise, an optimal philanthropic plan is rooted in an effective and integrated wealth management process. CCM is uniquely positioned to help clients find greater fulfillment in their philanthropic endeavors.
An Intentional Process
We engage clients in an intentional process that seeks to understand their objectives, identify available resources, and formalize their intentions. We then apply technical expertise that utilizes the most appropriate assets, tools, and methods to direct charitable gifts. We consider timing and tax optimization, and utilize tools that may include charitable remainder trusts and donor advised funds. At the end of the day, it is about helping to make sure you are able to use your wealth to accomplish what is most important to you.
Making a Difference
The founders of Carlson Capital Management established American Center for Philanthropy, a nonprofit organization that supports clients of CCM in making meaningful, tax-efficient charitable contributions through donor advised funds. Since its inception, donors have made contributions to public charities of nearly $48.1 million on ACP’s proprietary platform.
“To give away money is an easy matter…and in any [person’s] power. But to decide to whom to give it, and how large and when, for what purpose and how, is neither in every [one’s] power nor an easy matter.”
Aristotle
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