How We Serve Families
Mark A. Trewitt, the author of Integrated Generosity for Faith Based Families, is a 35 year veteran in financial services, and is well qualified to serve families in designing, analyzing, team building and implementation of strategic wealth management and charitable estate planning outcomes.
With professional designations including Certified Financial Planner, Chartered Advisor in Philanthropy, and Accredited Estate Planner, Mark works selectively with families through planning engagements designed to identify specific goals and objectives, achieve immediate income tax reductions, and enhance outcomes at all generational levels, in addition to accelerating generosity as much as possible into the present, vs. letting charitable impact be a life "afterthought", avoiding the default of families simply relying predominately on testamentary charitable bequests.
With professional designations including Certified Financial Planner, Chartered Advisor in Philanthropy, and Accredited Estate Planner, Mark works selectively with families through planning engagements designed to identify specific goals and objectives, achieve immediate income tax reductions, and enhance outcomes at all generational levels, in addition to accelerating generosity as much as possible into the present, vs. letting charitable impact be a life "afterthought", avoiding the default of families simply relying predominately on testamentary charitable bequests.
