The firm works with donors and charitable organizations to accomplish charitable gift planning goals, through the creative use of tools such as charitable lead trusts, charitable remainder trusts, charitable gift annuities, or a combination of these. Each individual client's plan is developed over time to accomplish these goals in an efficient manner, usually as a part of the client's overall estate or multi-generation wealth migration planning. The firm works with clients in the establishment and operation of family private foundations as a means to accomplish the family's estate, charitable gift and philanthropic planning goals.