‘Tis the Season: Charitable Gift Considerations for Family Office Clients
by Sequoia Financial Group
by Sequoia Financial Group
Download ‘Tis the Season Charitable Gift Considerations for Family Office Clients
As many successful families are aware, with wealth comes opportunity. There is, of course, the opportunity to build the life you want for you and your family, potentially for future generations. There is also the opportunity to make a lasting impact on the causes and communities you care about.
Many high-net-worth (HNW) and ultra-high-net-worth (UHNW) families do just that. According to Altrata1, UHNW individuals donated $190 billion to philanthropic causes in 2022, approximately 25% more than in 2018.
And while those acts of generosity can be incredibly meaningful and life-changing for the end recipients, it is important to understand that philanthropy is more than just a charitable act. Many philanthropic strategies have powerful tax benefits
Download the Sequoia Financial Group white paper, “‘Tis the Season: Charitable Gift Considerations for Family Office Clients,” to learn more about charitable giving strategies that can also positively impact your tax strategy.
The views expressed represent the opinion of Sequoia Financial Group. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Sequoia believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sequoia’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. Past performance is not an indication of future results. Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.
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