Our philanthropic strategy goes beyond traditional wealth management by understanding a family’s deeper charitable motivations. We focus on the family’s inspiration, how they want to engage on a subject important to them, and what is required to achieve that.
Mapping The Future
Working with our family office professionals, we determine the required charitable giving vehicle and map out the best strategy to accomplish a family’s charitable objectives while minimizing taxable income, capital gains, and estate taxes. By transforming philanthropic intent into a powerful, tax-efficient mechanism, we help families create a lasting impact while preserving their financial resources.
How We Can Help
Ultimately, we measure our success on whether we are able to help make our clients’ lives better. Our job is to help maximize clients’ lives, not necessarily their net worth.
Long-term charitable giving plan
Develop and guide a long-term charitable giving plan that aligns with the current and future interests of a family taking into consideration liquidity requirements, spending and required giving.
Giving Guidelines
Host family meetings focused on charitable giving and establish guidelines to assist family members with their decision making.
Outside Coordination
Coordinate with outside advisors including accountants and legal counsel on tax compliance and legal filings.
Organization Strategies
Assist with organizational strategies to effect suitable governance.
Qualified Retirement Distributions
Coordinating qualified retirement distributions to meet philanthropic goals.
Starboard has forgone the traditional financial advisory models to provide a dedicated "family office" to a limited amount of clients in North America.
Resources & Insights
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Starboard Commentary, March 2025
An Update from Starboard Advisors In light of the recent market volatility, we thought it would be helpful to send…