Family Philanthropy
“Giving and stewardship, the means by which we express our love for our fellow man, is an expression of who we are.” – James E. Hughes Jr.
Family philanthropy has many powerful advantages for a family. Family philanthropy can certainly make a positive impact on various and meaningful causes and the community, but it can also make a tremendous impact on a family by helping shaping its values and, through its organization and practice, teaching a family how to govern itself.
When your family establishes its vision statement, mission statement, and financial philosophy statement, it can then begin to impact the world through philanthropy in a way that is consistent with its values. It also helps to unify your family, and make it stronger by working toward a common cause.
Zeller Kern helps families work toward this wonderful and rewarding achievement, and help the families implement ways to make a positive impact financially on the things within our world that they care very deeply about.
We help families implement:
Family Legacy Planning
Private Foundations
Supporting Organizations
Charitable Lead Trusts
Charitable Remainder Trusts
Outright Bequests
To see how our advisors may help your family, contact us at 916-436-8270, or email us at info@zellerkern.com.