Why Philanthropy is Often the First Legacy Move
For many high-net-worth families, philanthropy is the doorway to bigger conversations:
- “What kind of impact do we want to have?”
- “How can we use wealth to teach values to our children?”
- “What’s the most tax-smart way to give?”
With Brickley's combined CPA and advisory, we can help you:
Create a giving plan aligned with your values and goals
Set up Donor-Advised Funds (DAFs), charitable trusts, or private foundations
Integrate philanthropy with your broader tax and estate strategy
Involve family members in legacy-focused decision-making
Tax-Efficient Strategies for Multi-Generational Family Wealth Planning
Family wealth planning goes beyond investments—it’s about building a lasting legacy. Learn how trusts, gifting strategies, and education funding can help transfer wealth efficiently while minimizing taxes.
Advanced Tax Strategies for High-Income Investors
For high-income investors, strategic tax planning can play a key role in long-term wealth efficiency. Learn how Roth conversions, tax diversification, and estate strategies may help manage tax exposure and support financial goals.
Let’s create your big picture together
Taking a comprehensive and customized approach to all of your finances can be an effective way to help achieve your present and future goals. Brickley combines wealth management and tax planning to provide a responsive and streamlined process.
Together we'll design the most optimized plan that considers the important moments of your life.
- Financial Planning
- Tax Planning & Returns
- Investment Management
- Trust & Estate Planning
- Retirement Planning
- Company Stock & Equity
- Special Needs Planning
- Education Planning
- Philanthropy
