Charitable and Gift Planning

Your life has been filled with people and causes very important to you. RBF Wealth Advisors is dedicated to protecting the powerful legacy you leave to ensure that your beneficiaries receive the true value of your hard work.

There are a variety of financial tools and techniques for giving. Complex tax and estate laws necessitate the careful coordination of your tax, legal and investment advisors. We help develop a giving blueprint and actively coordinate with your tax and legal advisors to help maximize the value of your gift and minimize the hassle-for you and the recipient.

Charitable uni-trusts and gift trusts are some of the foundational solutions we work to design for your individualized giving plan.