Companies related to Philanthropic Planning

Cooke Financial Group is a national leader in wealth management with an expertise in protecting and growing wealth.

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Philanthropy Platforms of the Future

Pure. Fiduciary. Independent.

Our wealth management team focuses on managing the business of family with a mission to protect, preserve and prosper.

We guide our clients to peace of mind by assisting them with meeting life's challenges by thriving financially.

Team of financial advisors focused on wealth management and legacy building for successful families and foundations

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One of the top Multi Family Offices in mainland China

Mobilizing the power of community and the resources of philanthropy to advance equity for people, places and the planet.

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Creating Value Beyond Wealth™

Investment management, financial planning and impact consulting firm located in Charlotte, North Carolina.