Philanthropic Strategy

One of the building blocks of legacy wealth is the ability to generously share one’s financial resources with others in your community, country and the world-at-large.

As many financially successful families have found, giving away money wisely often seems as difficult as the effort it took to create the wealth initially.

At Navitas, we experience tremendous joy in assisting families find and develop the strategies for giving that best fit their family – creating a plan of ‘how much’, ‘when’, ‘where’, ‘to whom’, and ‘how’ the giving should be done.

We have assisted families who are just starting their family giving process, families who have a charitable process in place that is not functioning well, and families who are national leaders in their approach to philanthropy.

We start “where you are” and help you move your family to its next philanthropic stage.