Legacy Planning

At LIV Portfolio Management, we help you turn generosity into something lasting; whether that means supporting meaningful causes, involving your family in shared values, or creating a legacy that reflects your life's work. Thoughtful planning ensures your giving is not only effective for the causes you care about but also beneficial to your broader financial strategy.

Whether you're just beginning to explore charitable giving or are ready to formalize a long-term plan, we provide practical guidance at every step.

Leaving a legacy means more than passing on assets; it's about sharing your values and shaping the future for the people and causes that matter to you. We help you explore the financial, emotional, and family considerations in creating a legacy plan, working with multiple generations where appropriate to ensure clarity, unity, and continuity.

Your plan can be adjusted over time as your wishes evolve. We'll guide you through each step, offering flexible strategies that align with your long-term goals.

Charitable giving can be deeply personal, but it can also be innovative, efficient, and well-structured. With the right approach, you can support organizations close to your heart while also enhancing your financial plan.

At LIV Portfolio Management, we help you:

Identify causes and organizations that align with your values

Understand the available tax benefits and local regulations

Explore ways to give, such as gifts of shares, property, or other assets

Consider structures like donor-advised funds, foundations, or trusts

Build a giving strategy that fits both today's goals and future plans

Philanthropy isn't just about the impact on others; it can also support your broader financial goals. We work with you to ensure your generosity fits within your overall wealth strategy, helping you clarify how, when, and what to give.

This might mean:

Making regular contributions to a cause you support

Creating a plan for giving later in life or as part of your estate

Involving family members in shared giving decisions

Supporting local, regional, or international initiatives

Build a giving strategy that fits both today's goals and future plans

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