GIFT AND CHARITABLE PLANNING

At AGAVE, we are rooted in a culture of community service and it’s no surprise to us that our clients are too. Whether you have a specific goal or charitable giving is part of your family’s overall wealth management strategy, AGAVE is here to help. With so many ways available to structure a charitable gift, we provide careful analysis of your assets, charities and other desires. We often work with tax advisors, legal counsel, charitable organizations and foundations to implement your giving strategy. 

 

To further discuss this service, or to learn more about the other services we provide, please call us at 702-909-2462 or contact us by email to arrange an initial consultation.