Giving Back: Philanthropy
Charitable giving is often an expression of your family’s core values; it represents who you are and what you aspire your legacy to be. In order to maximize the impact of your philanthropy, you must ensure that your giving is effective and that your gifts are used in a way that reflects your intent. And because every penny counts, we work closely with our families to ensure that their charitable giving is as tax efficient as possible, helping maximize the economic impact.
We also know that philanthropy is a great way to help bring your family together by providing a forum for transmitting core values across generations. It helps your heirs understand the impact that giving can have on the world around them, but at the same time, understand some of the practical issues of investment management. Many families use charitable funds as a way of helping develop financial literacy among young heirs and to teach them how to interact with the family’s advisor network. At Richter Family Office we encourage families to come together in this way and seek to engage multiple generations on strategic philanthropic issues.
Meet our expertsThe people behind the expertise.
Danny RitterCPA, CA, CFA
Sudharshan SathiyamoorthyPh.D., MBA
Mindy MaymanB.A., Econ., Fin. PI., FMA, CIM
Justine DelisleCPA, CA, Pl. Fin.
Greg MooreCFA, FEA
Richter Family Office
We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.
Food for thoughtWhat’s in the news & what you need to know.
Family mission statements.
Paying more than lip service to the importance of legacy planning For ultra-high net-worth individuals, the burden of preserving and transferring wealth across generations has become riskier and more complex. What’s even more difficult, is the challenge of engaging and involving other family members. A long-term view of these concerns may resolve both issues. Picture […]Click to read more.
The Evolving Family Office Landscape.
As originally appearing at Introduction Capital’s 7th Canadian Alternative Investment forum, dated April, 2017. The term “Family Office” has become almost ubiquitous in the Canadian financial services industry over the last few years – this within a country that is still relatively young in the context of multi-generational wealth transfer. As families struggle to manage […]Click to read more.
Manager Due Diligence.
As family advisors, we spend much of our time assessing our clients’ specific goals to ensure that their investment framework provides them with the greatest odds of long term success. At a high level, our approach focuses on addressing multiple risks and objectives to ensure that regardless of market conditions, our families can minimize the […]Click to read more.