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Philanthropy

The Collaborative Capital team comprises a diverse group of seasoned professionals, spanning investment management, tax and estate planning, philanthropy, and lifestyle strategy. Our collective experience across disciplines and industries allows us to navigate complexity, identify opportunity, and deliver holistic solutions tailored to each family's goals.

Strategic support with purpose and precision

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We offer tailored guidance and execution to help families give with clarity, structure, and lasting impact.

Services include:​​

  • Consultative advice to maximize the impact and ROI of charitable giving​ 

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  • Transaction services to optimize structure, including grant review, tax strategy, and planned giving vehicles​ 

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  • Access to leading impact managers for responsible investment-minded donors​

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