How can philanthropic advisory services help my family give with more purpose?

Philanthropic advisory services can help you move beyond simply deciding how much to give and think more carefully about the impact you want your wealth to have. That may include choosing causes, involving children or grandchildren, creating a family tradition of giving and connecting philanthropy to your tax, estate and legacy plans. At Simonson Team Private Wealth Management, charitable planning is treated as an important part of the broader wealth conversation.