It is a distinguished privilege to play a role in assisting our clients' philanthropic efforts. We manage assets for a number of charitable foundations, donor-advised funds and assist our community in a variety of humanitarian causes. These altruistic efforts support a wide range of organizations addressing critical areas such as medical research, poverty, and education. 

One of us has an opportunity to leave a mark and make a difference. On behalf of clients, we have met with Sir Richard Branson regarding client donations for ocean conservation and Imagine Dragons in support of pediatric cancer research.