Charity

EP Council provides professional philanthropic advice to those clients that have philanthropic intentions by partnering with philanthropic consultants, professional trustees, and lawyers. Tax, legacy planning, charity impact performance are just one of many components in our estate planning advice to clients.

Our philanthropic advisors give clarity to specific charity funding and its impact to the beneficiaries, and our trustee and legal partners will ensure the documents fulfill the requirements as intended by the client.

Managing funds for charitable purposes is important as any other component within estate planning and our partners will be able to provide the most effective solutions to meet our clients’ needs.

Together, we are able to structure a charitable portfolio that meets their overall estate planning goals.