CHARITABLE AND COMMUNITY GIVING

CHARITABLE AND COMMUNITY GIVING

For many high-net-worth families, charitable giving is a key strategy in an overall wealth management plan. But, of course, giving isn’t just about tax efficiency. Giving is how many of us choose to build our legacy.

The Logan Square Group of Wells Fargo Advisors can help clients make sure their philanthropy fits in with their overall wealth management goals. Our specialists and relationship managers understand that one size does not fit all.

Regardless of your particular preference or style of giving, we can help with crafting a unique plan, ranging from more hands-on approaches to tax-efficient, long-term planning strategies.