Stonehaven Private Wealth Management offers tailored Portfolio Management, Financial Planning, & Consulting Services for charitable trusts, endowments, foundations, schools, hospitals, religious organizations and other charitable entities. We work hard to help those who dare to dream of a better world implement most effectively. It is our honor to partner in this most noble cause.
We do not try to make our client’s needs fit our preconceived notient of products, but rather we listen to our clients and endeavor to craft portfolios designed around what they need. We are happy to discuss SRI (Socially Responsible Investing) engagements.
When our clients are very fortunate in life and want to give back and execute dreams about social change, we are delighted to help. We look for ways in which we can leverage their assets to do more for the causes they care about, while still taking care of the people they love. We work with our clients and their advisors so that they are educated about the broad variety of charitable structures they can choose to use and understand the differing tax ramifications, flexibility, and long-term effects of the charitable strategies they choose.
Advanced charitable planners are a narrow segment of the planning world. Their skills are extremely important to developing plans which are most ideal on a net after-tax basis for those who wish to benefit those they love, as well as the world they live in.
In addition to our portfolio management services, we are happy to serve as a resource for clients in finding partners and advisors that can make the implementation of their dreams more effective and easier to achieve. Our founder has years of experience working with charities and charitable individuals. She has helped implement numerous charitable plans, that have utilized advanced planning techniques. These have included situations like finding a way to balance a privately owned business succession need with a philanthropic desire through the use of a stock redemption NIMCRUT.
Needless to say, Stonehaven is also dedicated to working with endowments, foundations, and other non-profit organizations in helping them craft wise financial plans that will allow them to stand the test of time and continue to leverage their assets to achieve the most they can for the missions they have in perpetuity. Non-profits have seen extremely challenging times as they have weathered “The Great Recession” and most have learned valuable lessons from this unique period of time.
We are happy to work with boards, donors, and staff to help in every stage of the charitable cycle. We welcome requests to manage charitable endowments and understand the sensitivities of working with boards.
In addition, we are happy to help work with fundraising. We are happy to serve as a resources to help your staff become more aware of planned giving techniques, to brainstorm with them about creative ideas to which may help their potential donors find ways to use better strategies, potentially catalyzing larger/special gifts, and/or helping donors to more effectively provide for themselves and those they love, while executing their charitable goals.
“Please feel free to call us at 978-430-0150 and discuss your particular situation.”