STANTUM

Stantum works with you to refine a timeline for your goals and needs. The result is a financial plan to achieve your goals in the time allotted... We work with you each step of the way to learn your goals and make a plan to achieve them. We monitor progress and changes and make the necessary adjustments, freeing you to do other things... Planning for family business or wealth succession can avoid costly tax and probate costs. We work with you to establish strategies to direct your legacy giving in ways that maximize the impact of your gifts.

Also known as: Stantum, LLC

Primary location: Palo Alto United States