Our Services
Philanthropy & Legacy
For families looking beyond themselves, we craft philanthropic plans that maximize impact while fitting seamlessly into tax and estate structures.
For many families, the question isn’t only “How much is enough for us?”, it’s “What difference can we make for others?” Philanthropy and legacy planning go hand in hand. Done well, charitable giving can reduce taxes, extend the reach of your wealth, and ensure your values live on through future generations. At Revise, we help structure these strategies with the same precision as portfolio and retirement planning.
Our Approach
- Charitable Giving Strategies: From donor-advised funds to direct gifting, we align giving with your tax and estate plan.
- Tax Integration: Maximize deductions and coordinate timing so your generosity also supports long-term wealth goals.
- Family Legacy Design: Ensure wealth transitions in a way that reflects your priorities and values, not just account balances.
- Multi-Generational Planning: Build structures that provide clarity for heirs and reduce conflict across generations.
What Makes Revise Different
Integrated Approach
Legacy planning is woven into your financial strategy, not treated as a separate exercise.
Tax & Estate Precision
Every decision is aligned with tax efficiency and estate law considerations.
Values-Driven
We help you define and implement the legacy you want to leave—whether that’s charitable, family-focused, or both.
Who We Serve
While Revise is open to all, our philanthropy & legacy services are particularly well-suited for:
- Families interested in charitable giving as part of their financial strategy.
- Individuals seeking to reduce estate tax exposure while amplifying impact.
- Parents who want to pass not just wealth, but values, to the next generation.
FAQs
Charitable giving can reduce taxes, amplify the impact of your wealth, and ensure your values carry forward. It’s about purpose as much as numbers.
We design strategies using donor-advised funds, charitable trusts, and direct gifting, always in coordination with your tax and estate plan.
No. Even modest giving can be structured to maximize impact and tax benefits. It’s about intention and alignment, not just size.
Charitable contributions can offset income or capital gains in a given year. We plan the timing and structure so your generosity also strengthens your overall wealth strategy.
Yes. We design strategies to pass on both wealth and values. This reduces conflict and provides clarity for heirs across generations.
We coordinate the full process. Revise manages the financial design and strategy, and we work directly with an estate planning partner to draft and implement the legal documents. Depending on the complexity, this may involve an additional fee.
Next Steps
The goal is clarity. Our process begins with a simple conversation to see if our approach is the right fit for your family's future.
Who we are
Preserve, compound,
and protect wealth
with discipline.
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