Queen City Impact works with clients and their team of trusted advisors to navigate major family events and chapters in life such as:
First generation wealth creator is planning to sell the family business in two years and wants to beginning plan to responsibly take care of his children and give back.
Second or third generation has differing charitable interests and is inn need of intergenerational communication and guidance during transitions of estates and philanthropic portfolios.
Successful philanthropist is seeking more of their personal values and philanthropic goals reflected in their AUM and is asking for help with establishing the appropriate charitable vehicles within legacy plans.
Multi-generational family interested in adding more social and intellectual capital to their financial plans to prepare their heirs.
Retired C-suite executive who wants to continue to work but now with family and towards advancing a personal passion or supporting a community need.
Enjoy your legacy now.
Examples of tools and opportunities that we help with.
Qualified Charitable Distributions, Donor Advised Funds, Family Trusts, Foundations, Volunteering
Next Generation Engagement
Philanthropic Journey
Family Philanthropy
Charitable planning done in collaboration with financial planning provides the client and their family with above- and below-the-line planning expertise that is centralized and personalized.
Ahead of the ‘great wealth transfer,’ successful families want heirs to be prepared to steward their assets as well as the principles, responsibilities, & relationships that come with it.
Our approach integrates seamlessly with existing wealth management, estate planning, and tax strategies, ensuring that philanthropy fulfills family legacies and enhances financial goals.