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Experience
Experience
  - Estate Tax Planning
  - Sharing the Wealth
  - Staying on Target
  - A Financial Roadmap
  - Charitable Family Legacy

Charitable Family Legacy

A successful businesswoman in her late 70's has substantial wealth and wants to involve her children in charitable giving, an area in which she has been very generous over the years. Although her children are still raising young families and establishing their own careers, she wants to involve them in this same spirit of giving.

Strategy: Capital Strategies reviewed many charitable opportunities with her wherein she was thrilled to learn about her ability to establish a Private Family Foundation. This was a perfect solution to her goal of involving family members in decisions as to which charities they would like to benefit each year and established a capital base from which future generations can make distributions.

Please contact us to discuss your needs today.




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Capital Strategies, a Registered Investment Advisor

2 Barnard Lane
Bloomfield, CT 06002
Toll Free: 866-303-6797
Phone: 860-242-6797
Fax: 860-243-9650
email:


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