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Philanthropic Advisory

“It is more difficult to give money away intelligently than to earn it in the first place.”

— Andrew Carnegie

Through our rigorous process of discovery, we  help our families formulate and articulate their individual and shared values.  From this work, we can help you craft a philosophy of giving that aligns your family's values and history with your philanthropic activities, creating a multi-generational legacy of stewardship.

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© 2018 by Lighthouse Advisory

This website is provided solely for Lighthouse Advisory and it's clients and does not intend to provide legal, tax or investment advice.  Lighthouse Advisory, Lighthouse Wealth Advisory, Lighthouse Family Offices and Lighthouse MFO are all affiliate entities of Lighthouse Advisory, registered with the state of California as a consultancy. Lighthouse Advisory does not offer investment, legal or tax services and nothing contained herein should be construed as offering advice in those areas.

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