Legacy and Philanthropy Planning at Priama

Achieving philanthropic or legacy giving goals can be the pinnacle of a life’s work and they can also be extended beyond a lifetime, to continue to reflect charitable giving values according to instructions and intent.

Plans are flexible and can be altered to reflect new or amended instructions at any time.

The team here at Parnell Rosenberg Irwin has a vast wealth of knowledge gained through decades of combined asset management experience to help our clients accomplish their goals and enjoy the personal and financial benefits of giving.

Understanding and acknowledging how a legacy impacts your beneficiaries is a large part of the overall process. Working with multiple generations of a family affords the opportunity for all members to be involved in the process and ensures continuity of intent, as well as giving the whole family a voice.