Philanthropic Planning


In seeking to benefit the community or improve issues that exist worldwide, our clients routinely request our assistance in navigating issues surrounding philanthropic giving. Depending on the size and scope of your charitable intent — from determining the most tax-efficient ways to make ongoing charitable gifts, to setting up a private foundation or another giving structure — we have the knowledge and experience to guide you in making decisions that maximize your gift, minimize taxes and stay true to your goals, values and intentions.

COVID-19 UPDATE: We take the health of our employees, clients and community as a top priority. During the COVID-19 crisis, the team at Bordeaux Wealth Advisors will be working remotely and are committed to remaining accessible to those we serve. We will continue to provide financial guidance and advice to help you navigate this challenging financial environment. Please do not hesitate to contact us at 650-289-2927