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    FAMILY FOUNDATION PLANNING

    A family foundation can serve as the ultimate vehicle for bringing mission-driven purpose to your wealth and creating a lasting impact. At Winthrop, we’re dedicated to helping our clients maximize their charitable giving in order to increase their personal fulfillment and shape an enduring multigenerational legacy.


    Through conversations with you and your heirs we’ll work to understand your philanthropic goals and identify the causes you and your family care about most. With this vision as our guide, we’ll create gifting strategies that seek to generate both maximum impact and significant tax savings. It’s a noble way to preserve your wealth, and helps ensure that you’re instilling the value of generosity across generations.