Ninety-five percent of wealthy households give to at least one charity annually. Often, these gifts are completed during the last weeks of the year, in conjunction with year-end tax planning, so that households can maximize the benefits of giving.
Valerie Nichols, CFA
Valerie works with individuals and families to determine investment
goals and objectives, quantify risk tolerance, and develop an Investment
Policy Statement which will drive portfolio allocation. As a member
of the Investment Policy Committee she participates in monitoring and
selectinginvestment managers and investment strategy for the firm.