Charitable Services
Turn generosity into a lasting legacy.
Your Partner In Philanthropy
Non-Profit Foundations | Family & Private Foundations | Donor-Advised Funds | Charitable Trusts
At Apriem Advisors, charitable giving reflects who we are. Apriem Charitable Services partners with clients to bring their philanthropic vision to life. With 25+ years of experience managing foundations and charitable accounts, our team combines expertise with active community involvement to create giving strategies that maximize impact and honor your legacy.
Why Partner with Apriem Advisors
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Experience: Decades of guiding clients through all stages of charitable giving, from donor-advised funds to family foundations.
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Passion: Advisors who share your values and are dedicated to making giving meaningful.
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Fiduciary: Always acting in your best interest, partnering with trustees and committees to uphold fiduciary responsibilities.
taxation planning
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Investment Management
- Investment Policy Development & Review
- Asset Allocation & Securities Selection
- Monitoring & Rebalancing
- Review & Attribution
