FREEGULLIVER

We believe in giving back and we value philanthropy as a firm. We acknowledge that giving is an integral part of purpose-based planning for some clients, and for others it is not a priority. For those interested, we are honored to help structure their giving by establishing and administering family foundations. In addition to giving back, family foundations are a great way to help the next generation understand the power of philanthropy... Our firm has an investment committee that discusses asset allocation at a macro level. Additionally, we help each client create their own personal investment committee. In some cases, clients choose to keep the committee small, electing only their advisor to the committee. In other cases, clients assemble a group of trusted advisors to help them navigate the investment process. We support each client in bringing the best thinking possible to the table as they decide how to allocate their assets... We believe legacies should be lived, not left. We..

Primary location: New Orleans United States