Companies related to philanthropic planning

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

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

Your Financial Life Advocate.

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

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

Pure. Fiduciary. Independent.

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

Philanthropy Platforms of the Future

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

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

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

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

Your life. Your legacy. Our mission.

One of the top Multi Family Offices in mainland China

Creating Value Beyond Wealth™

Your learning partner for growth and impact.