Charitable Planning

At Byron Financial, we can help you have the biggest impact with your wealth through charitable planning. We develop a customized philanthropic plan based on your family’s goals, considering a variety of different methods of giving including:

  • Charitable Trusts
  • Donor Advised Funds
  • Private Family Foundations
  • Lifetime and Testamentary Gifts

Bryon Financial will work with you to determine which assets will make the most effective charitable gifts, and how you would like your legacy to continue across generations. Not only can we assist in forming trusts and foundations, but we work with these organizations, advising them on how to enhance and allocate assets. Together, we can lighten the burden of forming or managing a foundation or trust so you can dedicate time to giving.