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How will society remember you? Charitable gifts are an outstanding way to leave a legacy for your community and create a well-structured financial plan for future generations, all while reaping certain tax benefits depending on the gifting method you choose.
At 1900 Wealth we have multiple professionals who are well-versed in the intricate workings of family offices and charitable giving. We can collaborate with your legal and accounting teams to navigate what can be a complex process to create a plan that properly safeguards your wealth and stays true to your philanthropic wishes.
Investment products offered by 1900 Wealth Management, a financial advisory services firm, are not insured by the FDIC or any federal agency, may lose value, and are not bank guaranteed. Past performance is not an indicator or guarantee of future performance. The information presented herein does not constitute investment advice; are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. 1900 Wealth does not offer tax or legal advice.
