John D. Rockefeller. Bill Gates. Warren Buffet. People with great wealth often have philanthropic goals to match. Yet at your wealth level, giving back is more complicated than just signing a check. Convergent helps make sure all that you give really gets to your goal.

In crafting your philanthropic strategy, you can draw upon our expertise in many ways. Our staff can assist you in developing your philanthropic goals and finding the resources to uncover which charitable causes are legitimate and how effectively they use donated dollars. If you prefer to set up your own entity, we are familiar with the variety of charitable vehicles available to you, from foundations to endowments — and the trusted experts you can use to establish and maintain these vehicles.

We're guessing that giving to the IRS does not fall under your definition of "giving back." Trust us to consider tax efficiency in any investment recommendations we make, to help you maximize your impact and further protect your assets for the future.

One of the great pleasures of wealth is the ability to contribute to society. Convergent helps you realize that ability wisely.