Companies related to Philanthropic Planning

Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses

Your Financial Life Advocate.

We provide a comprehensive approach to estate, business, financial and investment planning.

We exist to serve families who have an intentional desire to move from success to significance.

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.

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

Philanthropy Platforms of the Future

Pure. Fiduciary. Independent.

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

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

One of the top Multi Family Offices in mainland China

Your life. Your legacy. Our mission.

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

Your learning partner for growth and impact.

Creating Value Beyond Wealth™